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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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

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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

Senior citizen health care policy

We had been in touch with Tanisha for a health policy. Being a senior citizen policy there were some issues to be sorted out. She handled these issued well and helped smoothen out some complexities making the whole process very stress free.

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

Amazing Experience

Great work by Nihal. Gives us some really good recommendations about health insurance for me and my cousin.
Overall a good experience..
Keep up the good work 👍👍👍👍

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

Top notch guidance & assistance by Ms. Payal Dere

An amazingly cooperative and dedicated experience with Ms. Payal Dere, who helped me throughout the insurance process, from explaining each and every option catered specifically for me, to reminding me important dates, documents and necessary actions to be performed. Really appreciate the constant support received by the 1% community even in situations when I couldn't match their energy and get caught up with other things in life.

I would definitely recommend being a part of a helpful community like this where all our asks are answered for, by the best at their fields.

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

Best experience

Mayur Agarwal was well informed, proficient and an expert in this field. He first understood my need and very patiently explained the entire requirement and process; Even more patient when I kept postponing the meetings. Overall my experience was excellent with him.... Thanks a lot Mayur!

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

Amazing Consultation By Zeenat !

Amazing Consultation By Zeenat !
She's was brilliant 👏 with your knowledge and conveyed guidance for Health and Life Insurance Research for my entire family 🙏 We are grateful to the entire team 👍 You people are doing great job from 1% Club 🤗Kudos and Keep going 😀

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

Wonderful mentoring and support

I received amazing mentoring and support from Zeenat.
She was there with me always 24/7 clarifying my doubts and queries.
At first, I had no clue about anything
But when I spoke to her, her communication with me supported me a lot till the last moment.
She worked alongside with me in choosing a policy suitable for me.

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

Excellent Consultation Experience.

Tanisha had a very good understanding and explained all the required details in crisp and clear way.
The communication was happened as per said date and time.
I am fully satisfied with the consultation that she gave about the existing health insurance.

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

Thanks a lot Akshit Shah for helping…

Thanks a lot Akshit Shah for helping out and guiding to get the insurance done for my family. You patiently waited for my response and provided the details immediately. You are an amazing person and great person to work with.

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

Expert Guidance on Insurance – Highly Recommended!

I had the pleasure of consulting Nihal Nichani regarding insurance policies, and his guidance was invaluable. He took the time to thoroughly explain different policies, helping me understand which one suited my needs best. His insights were clear, unbiased, and tailored to my financial goals.
He ensured I made an informed decision.

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

Exceptional assistance and service

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, patient, and understanding throughout this insurance process🙏🏼.
You truly went above and beyond! I'd give more than 5 stars if I could, And highly recommend her !
Looking forward to connecting again with you soon !

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

Many thanks for the help on term insurance

I have been puzzled about the term insurance policy for a very long time. Then I reached out for help and Ashley helped me a lot from the beginning. The first consultation call we had was very informative and helpful. Ashley has been providing me his guidance on each step of the process, that made me feel assured. Thank you for your support!

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

Special thanks to PAYAL DERE

It was very pleasant to disclose that , I got a very kind and detailed information and policy issued .

Special thanks to PAYAL DERE ,and at last Akash .

Really they given all their efforts,like their own policy , i really happy on being a part of this journey.🙂🙂🙂🙂🙂

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

Down to Earth, Implementable Advice

I spoke to Soumya Ranjan Dash for advice on health insurance. He took time to understand my context and advised me on how to approach health coverage for my family. He was thorough in his assessment, explained the rationale of his recommendations well and was open-minded about understanding my specific situation. It was a pleasure to speak to Soumya. He did not push or hard-sell any product and was polite, knowledgeable and helpful. Thank you for all the useful advice!

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

Feedback for mayur

I consulted Mayur from insurance department and he explained me all the terms regarding insurance in polite and understanding manner where I can able to buy the insurance.

14 febbraio 2025
Non scritta su invito

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