Personal CFO Avis 

568
TrustScore 5 sur 5

4,9

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus

Lisez les avis des autres

Noté 5 sur 5 étoiles

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

Noté 5 sur 5 étoiles

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

Noté 5 sur 5 étoiles

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

Noté 5 sur 5 étoiles

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

  1. Planificateur financier

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

4,9

Excellent

TrustScore 5 sur 5

568 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.

N'a pas répondu aux avis négatifs

Comment cette entreprise utilise Trustpilot

Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.

4,9

Tous les avis

(568)

4 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

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

14 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

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 :-)

21 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

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.

6 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

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!

4 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

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.

12 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

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.

17 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

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.

18 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

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.

18 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

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.

17 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

Exceptional

"Exceptional guidance with thoughtful support, ensuring I got exactly what I needed. Anushka and Priya have been great! Highly recommend for personalized support!"

13 mars 2025

L’expérience Trustpilot

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