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

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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

It’s really nice to have one percent…

It’s really nice to have one percent club and pillow insurance as my advisors it’s an amazing opportunity to work with you.My advisor Suyash is an enthusiastic and knowledgeable person looking forward to work with him again…

8 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Oneassure - Suyash Buwade - health insurance policy

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 constantly in touch and on top of things to close the policy deal asap. We hope he will continue to support us in the future with the same amount of conscientiousness.
Thank you.

11 février 2025
Avis spontané
Noté 5 sur 5 étoiles

My personal CFO was Suyash Buwade.

My personal CFO was Suyash Buwade.

He helped me in deriving my term insurance coverage amount and helped in identifying the right plan.

I like the way he and his team guided me thru the entire process.

28 février 2025
Avis spontané
Noté 5 sur 5 étoiles

I would highly recommend and appreciate…

I would highly recommend and appreciate Nigel for providing prompt support and clarifying all my doubts and concerns without hesitation irrespective of asking same question many times for clarity
Appreciate your assistance
Thanks Nigel Once again

28 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Kudos To Mayur

I consulted Mayur Agrawal for my insurance needs as I was in a bad policy and wanted to get it changed and then Mayur came into role he make the process smooth while explaining about a new product till get it done for me I'm happy with his service

15 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Great experience

Suyash was very helpful. Guided me through the whole process and provided the necessary information.

15 février 2025
Avis spontané
Noté 5 sur 5 étoiles

My personal CFO was Nihal Nichani

My personal CFO was Nihal Nichani. A go-to person for any insurance related queries. He helped me to find the best health insurance for me and my family. Recently, Nihal also helped to find the best health insurance for my in-laws. Discussed the very minute details with patience and care. Thanks a lot Nihal for your help. I highly recommend Nihal for any insurance related products.

1 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Saves your time with communication and follow up

It was very helpful to select the right insurance policy. To me they saved a lot of time communicating with the insurance company and really appreciate their timely followup. Overall really happy and definitely recommend them to anyone looking for a new policy.

27 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Good Service

Anushka desai has been serving us for the past 3 months with details of insurance with my family. finally today we opted for insurance. We are happy with her service! 5 stars experience so far. Thanks!

27 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Excellent Guidance and Professionalism by Deepti Pal

I recently had the pleasure of interacting with Deepti Pal for my insurance needs, and I couldn't be more satisfied with the experience. She guided me through the process of securing the ICICI Elevate policy with a 10L cover in an exceptionally professional manner.

Deepti was not only knowledgeable but also patient with all my queries and understanding of my delays. Her approach made the entire process seamless and stress-free. I had been planning to get this policy for a long time, and her assistance played a crucial role in helping me make the right decision.

I truly appreciate her dedication and commitment to ensuring her clients' satisfaction. I highly recommend Deepti to anyone looking for expert insurance advice.

24 février 2025
Noté 5 sur 5 étoiles

Great advisory on Health insurance by Nihal

My Insurance advisory call was scheduled with Nihal Nichani. He explained about the possible options as per my current situation and explained all benefits without complicating. I had all my doubs cleared and it was a great experience.

27 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Productive discussion on health insurance

It was a very fruitful conversation with Nihal helping at every step and guiding most importantly on what is important and what is not. He went extra mile to suggest a new option even after I have confirmed the policy just so that I wouldnt miss knowign the fact that there is a new policy in the offering. Thanks Nihal for the connect and all the best.

7 février 2025
Avis spontané

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