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,... Voir plus
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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... Voir plus
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... Voir plus
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... Voir plus
À propos de l'entreprise
Écrit par l'entreprise
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.
Coordonnées de contact
601-604 Lotus Signature, Jogeshwari West, , 400102, Mumbai, Inde
- 8655772112
- advisory@onecenturion.in
- www.thepersonalcfo.in
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Zeenat was my advisor for health…
Zeenat was my advisor for health insurance. She is very knowledgeable and good with her work. She provided all the details and got my queries solved. She assisted in selecting the right policy and it's issuance. Highly professional
My CFO Jash helped me a lot in planning…
My CFO Jash helped me a lot in planning my personal financial goals with right investment advise. He is very knowledgeable and approachable whenever required. He helped to choose right health insurance, diversification of investment portfolio etc. Thanks for the overall experience and taking care of our wealth :-)
Excellent Service
I would like to thank Akshit from 1% Club who assisted me in analysing my existing insurances and providing me guidance in taking additional insurance policy which gives ample coverage, and his suggestions are catered based on my requirement & needs which is appreciable, As I being an NRI staying outside India he recommended me the product which can be taken without a need to visit India helping me to ease the entire process, thanks once again to 1% club and Akshit Shah for helping in securing our life’s making the entire process easier.
Term Insurance
My insurance Mr. Nigel, helped me with the term life insurance and explained everything about it to me. He was very patient with me and kept checking for updates. Thanks Nigel!
Ashley was my advisor and literally…
Ashley was my advisor and literally helped with each and everything about heath insurance. He was very nice and knowledgeable and connecting with him helped me a lot. He was very prompt on giving me all the information i requested.
My cfo Tanisha
My cfo Tanisha, professional and support us for all the queries.
Mayur did great job to help me out in…
Mayur did great job to help me out in getting my first health insurance and his communication was great and guidance was on point
Mr Nigel shown me the right way
My health insurance advisor was Mr. Nigel Sequeira. He helped me to choose the right one. He explained everything in details. Thanks for the smooth experience. I hope I will get similar experience in future as well.
It was overall Excellent interaction…
It was overall Excellent interaction with Soumya, He provided valueable information about Health Insurance.Clear all doubts and help through out to understand How to choose right health insurance plans and also help me in my carporate helth insurance plan queries.
Extremely helpful
Extremely helpful Nigel , will be in touch for further guidance
Payal Dere helped me choosing the right…
Payal Dere helped me choosing the right health insurance for me. She has been patient with me.
Explained all details of insurance. She was also following up with me for all the updates.
Overall it was nice experience with her. And will definitely refer her to others seeking insurance.
Had a great talk about term insurance…
Had a great talk about term insurance and its really went well
Had a great session with Nigel Sequeira on Health Insurance
Had a great session with Nigel Sequeira about Health Insurance. He had helped me to choose the right insurance for my family with clear and valuable details about everything covered in the health insurance.
Clear crisp and good mentorship in finance area by Jash Vora
Clear , crisp and to the point with logical explanation around investmant proposal and especially goal to reach FIRE number from one percent club and kudos to Jash Vora for guiding on this journey to reach to FIRE number.
It is worth to me.
I had a wonderful session with Mayur
I had a wonderful session with Mayur, in which I asked many questions regarding my existing policy, and he was so calm and patient when he heard my queries. After hearing all my concerns, he explained about the cons of my existing policies, which I was unaware of, and suggested how I can improve it.
Exceptional
"Exceptional guidance with thoughtful support, ensuring I got exactly what I needed. Anushka and Priya have been great! Highly recommend for personalized support!"
It was a reassuring conversation!
Had a great conversation with Mayur, good to know that my health and term insurance policies are good enough, and it was also helpful to know the shortcomings of the policies.
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