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

Per proteggere l'integrità della piattaforma, ogni recensione presente sul sito, verificata o meno, viene monitorata dai nostri sistemi automatici 24 ore su 24. Questa tecnologia è progettata per individuare e rimuovere i contenuti che non rispettano le nostre regole, come le recensioni non basate su esperienze autentiche Siamo consapevoli che potremmo non riuscire a cogliere proprio tutto, quindi puoi segnalarci qualsiasi cosa pensi che ci sia sfuggita. Leggi di più

Scopri cosa dicono le persone

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

Non ha risposto alle recensioni negative ricevute

Come questa azienda usa Trustpilot

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

Excellent support

Vrushtee from 1% team was really helpful in completing the process. Excellent guidance, dedicated time allocation to explain and helped till the end of the process. Thank you team!!

1 aprile 2025
Non scritta su invito
Valutata 5 stelle su 5

Good experience

I didn’t had any idea on the policy I took and was for a higher amount and it was only considered as top up for the co operate policy one assure team has guided me and suggested me the best policy suites my needs. Thank you Hetvi gudka for the guidence and support

10 aprile 2025
Non scritta su invito
Valutata 5 stelle su 5

Wonderful

The way she supported and guide me through the process and cleared all those questions with ample patience is nothing less a wonderful job.

5 aprile 2025
Non scritta su invito
Valutata 5 stelle su 5

Excellent experience

I reached out because of my ambiguity in finalising a term insurance policy. Vrushti Vaid was allotted to me. The first meeting was set up promptly and Vrushti was successful in gaining my confidence and guided me through the decision-making process. She was available at each step of the process and coordinated well with her team to get my policy started. The idea that she will remain my single point contact for any queries, resolutions and claims is very reassuring.

12 marzo 2025
Non scritta su invito
Valutata 5 stelle su 5

Health insurance experience with Payal Dere..

My policy choosing guide was Payal Dere from 1% club. Amidst of several Health Insurance companies and choices, Payal had guided and helped me to choose the appropriate Health Insurance policy for me. She shared the few narrowed down best policy terms in short and made it ease for me to choose the right one. Also she clarified all me queries and doubts regarding the health insurance I had. That's a Great experience with her, throughout this insurance purchasing process..💯🤝

2 aprile 2025
Non scritta su invito
Valutata 5 stelle su 5

I contacted Vrushtee vaid to evaluate…

I contacted Vrushtee vaid to evaluate my existing health insurance and provide me feedback on whether I need to change the insurance or continue with same, she provided immediate feedback and also explained me the reasons why this is a good plan.
That was rely helpful

1 aprile 2025
Non scritta su invito
Valutata 5 stelle su 5

Nihal Nichani

Nihal Nichani is good at recommending the best health insurance policy based on your health condition.

2 aprile 2025
Non scritta su invito
Valutata 5 stelle su 5

Great experience

We had a great experience working with Tanisha for choosing an insurance policy. She patiently heard and answered all our queries, which helped us select the best policy suited to our needs. Thanks Tanisha and 1% Club.

31 marzo 2025
Valutata 5 stelle su 5

Thanks to Vrushtee

Thanks to Vrushtee for being so patient and helping in each and every step. Special thanks for working with other vendors when 1 insurer denied for PED she took ownership as if it is her policy and she made sure I am covered at last with all benefits.

It was a great experience

12 marzo 2025
Non scritta su invito
Valutata 5 stelle su 5

I had great experience with Abhisht…

I had great experience with Abhisht Rana in selecting correct health insurance for my family. It is 31st March night 10:30pm and Abhisht is helping me in and out to complete my payments , clear my last minute doubts and what not! I must say one percent club has got best team member as Abhisht has gone above and beyond to keep up the expectations of one club member. Thank you for all the support and guidance Abhisht!

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

Good insurance advice

Vrushtee has helped me understand the basics of health and term insurance and also guided me from screening till purchasing the insurance products in every stage of the process, resolving all the doubts in the complete process.

31 marzo 2025
Non scritta su invito

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