Personal CFO Recensioni 

568
•
TrustScore 5 su 5

4,9

Anche se non controlliamo le affermazioni specifiche, trattandosi di opinioni personali, etichettiamo le recensioni come “Verificate” quando riusciamo a confermare che c'è stata un'interazione commerciale effettiva. Leggi di più

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Valutata 5 stelle su 5

I'm really grateful for the exceptional support I received from Tanisha Maheswari! Her guidance and prompt responses, even on late evenings, made a huge difference. Thank you for being so dedicated,... Leggi di più

Valutata 5 stelle su 5

It was a wonderful session with Nihal who was very polite and courteous. He understood my current set of policies and guided me on the next steps of validating if there were any gaps in policy disclos... Leggi di più

Valutata 5 stelle su 5

Suyash Buwade has been helping our family navigate health insurance planning for my family & I. He has been proactive, diligent and sincere in helping us navigate the paperwork. He was also constantl... Leggi di più

Valutata 5 stelle su 5

I connected with my CFO Suyash to resolve my queries on insurance policies. He is young and energetic. He helped me to take the correct decision pertaining to my health and life insurance. And also as... Leggi di più

Dettagli dell'azienda

  1. Pianificatore finanziario

Scritti dall'azienda

At Personal CFO, we provide tailored financial consulting services to help individuals and businesses achieve financial success. From strategic planning to investment advice, our expert guidance ensures your financial goals are within reach.


Informazioni di contatto

4,9

Eccellente

TrustScore 5 su 5

568 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

Non risultano inviti alla recensione recenti

Questa azienda non ha mandato inviti ai suoi clienti di recente, quindi le recensioni potrebbero non essere rappresentative

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Scopri come vengono raccolte, valutate e moderate le loro recensioni e valutazioni.

4,9

Tutte le recensioni

(568)

3 recensioni negli ultimi 12 mesi

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Su Trustpilot, le aziende non possono offrire incentivi o pagare per nascondere le recensioni. Le recensioni sono le opinioni dei singoli utenti e non di Trustpilot. Leggi di più

Valutata 5 stelle su 5

I had consultation with Abhisht Rana

I had consultation with Abhisht Rana, he helped me with multiple health insurance policies for my family. He gives very quick responses, explained me well the policy terms. Overall I had good experience. Thanks a ton and kudos 👍

3 febbraio 2025
Non scritta su invito
Valutata 5 stelle su 5

The health insurance policy I have…

The health insurance policy I have taken for my father has been tremendously smooth with 1% club. Mr. Sowmya Ranjan has made the whole procedure understandable and his knowledge is remarkable. The level of patience and regular follow ups made an easy procedure for me.

31 gennaio 2025
Non scritta su invito
Valutata 5 stelle su 5

Ms. Deepti

Ms. Deepti was amazing when it came to simplying all the insurance jargon in a simplified and easy to comprehend manner. Her recommendation was on the spot, and helped me make a quick decision in choosing the right health cover for my family.

31 gennaio 2025
Non scritta su invito
Valutata 5 stelle su 5

Darren has lot of knowledge about all…

Darren has lot of knowledge about all the variety of health insurances available. He suggested one of the best insurance for myself, my brother and my family. He was quick and patient with replying to all the queries and whenever has no answer he gets back with an answer

30 gennaio 2025
Non scritta su invito
Valutata 5 stelle su 5

Highly recommending CFO Suyash for his invaluable support

I connected with my CFO Suyash to resolve my queries on insurance policies. He is young and energetic. He helped me to take the correct decision pertaining to my health and life insurance. And also assist my sister in doing so. He is quite responsive and I also appreciate the effort of the backend team in issuing the relevant policies seamlessly. I would recommend everyone to take help of the free of cost CFO service in resolving the insurance aspect. The journey has been so far ecstatic.

31 gennaio 2025
Non scritta su invito
Valutata 5 stelle su 5

Nihal is a very great support!!

The pain of comparing insurance policies and gauging which one is the best suited, considering multiple factors, was omitted with the 1% Club's support. Nihal has been a great support throughout in getting my policy issued. Highly impressed!

18 gennaio 2025
Non scritta su invito
Valutata 5 stelle su 5

Wonderful experience for selecting right term insurance

I had call with Payal Dere from Insurance team of 1% Club. It was very nice experience from the first call to finally having a policy. They have explained every aspect of taking term insurance policy like what your policy should have by default and till which age you should pay premium (i.e. tenure). They also helped in purchasing the policy which made my experience fantastic.

Thanks a lot for this help payal and team for selecting right policy.

31 gennaio 2025
Non scritta su invito
Valutata 5 stelle su 5

Attentiveness, availability and support

Abhisht has always been available to attentively understand my concerns and queries and has got me the most appropriate resolution from the team. He even supported during my off work timings and worked diligently towards my best interest... Obliged for this undivided attention and support...

24 gennaio 2025
Non scritta su invito
Valutata 5 stelle su 5

Prathamesh is really helpful

Prathamesh is really helpful and has a lot of knowledge in the health insurance area. He helped me in understanding different policies and its terms and chose the best policy for me, my wife and my sister. He is also helping me to get a policy for my mother.

30 gennaio 2025
Non scritta su invito
Valutata 5 stelle su 5

Suyash was a great help

Suyash was a great help in resolving a very bad experience of not being allotted the term insurance despite sharing all relevant documents. Suyash not only assisted and followed with the relevant teams to escalate the issue but also was a patient advisor who was also ready to listen to a partner's grievances and being empathetic with a practical solve.

30 gennaio 2025
Non scritta su invito

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