Personal CFO Reviews 

568
TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

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,... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Company details

  1. Financial Planner

Written by the company

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.


Contact info

4.9

Excellent

TrustScore 5 out of 5

568 reviews

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4.9

All reviews

(568)

3 reviews in the last 12 months

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Rated 5 out of 5 stars

Good experience

It was a good experience in setting up call and reaching out for help. Vrustee has been great guide in navigating through the ocean of options in the insurance market. Had my doubts cleared. Would like to reach out for anything in future. Would recommend her to anyone looking for support and solution.

February 22, 2025
Unprompted review
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Rated 5 out of 5 stars

Single point of Insurance help

My insurance advisor. Deepti, was around to answer any and all questions that I had in insurance policies. She was there till the issuance of both the Health and life insurance. Overall, I am happy with the service I received

March 31, 2025
Unprompted review
Rated 5 out of 5 stars

Great help from Deepti

Thanks to Deepti for helping with healthy policy. She has helped me through out process till the issuance of policy. Be it addressing queries,helping find out exact policy which meets my requirements, filling out forms and payment.
She is dedicated and dependable. She goes extra mile to address all your concerns at your convenience.
Very hardworking person.
Thanks to Deepti and Team.

March 28, 2025
Unprompted review
Rated 5 out of 5 stars

Health Insurance advicer like nigel

It is great having a adviser like nigel who help me understand the health insurance better with all terms and conditions and assist me with the policy that suits me the best.
Hope you guys also help when it require at the time of claim process.

March 25, 2025
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Rated 5 out of 5 stars

The knowledge was very insightful and…

The knowledge was very insightful and helped me take the right insurance for my family needs. All thanks to Anushka Desai for being very patient for all my queries and for guiding me through this process. Highly recommended to take an insurance through this wonderful team.

March 14, 2025
Unprompted review
Rated 5 out of 5 stars

Health Insurance

Hi all, I want to express my big thanks , full support and clarifications provided for all my queries in taking the best health insurance for my mother. I want to take a moment to say a BIG THANKS to Hetvi,Keep up the Good 👍 👌 work.

March 28, 2025
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Rated 5 out of 5 stars

Helpful

It was nice talking with Nihal, I was searching for a person to discuss my doubts and find the right Health Insurance for my parents and me. He helped my in a nice and simpler manner.

March 29, 2025
Unprompted review
Rated 5 out of 5 stars

Smooth experience for health insurance selection

Hetvi really understood my requirements in the scheduled call and made suggestions on the basis of that. She calmly handled all of my back to back questions regarding the policies and claims (even the basic ones). No push back from her for any of the policy. The process of the purchase was really smooth on the last day of the financial year. Kudos to her knowledge regarding the policies & the add-ons and way of handling things in a very professional way.
Really appreciate the 1% club team as well which actually made it possible. For me it is certainly value for money.

March 29, 2025
Unprompted review
Rated 5 out of 5 stars

It was a wonderful session with Nihal…

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 disclosures for the existing ones. Also, has helped me understand which policies could continue. Appreciate 1% club team, to me it's certainly value for money.

March 29, 2025
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Rated 5 out of 5 stars

Exceptional Guidance and Support from Ashley!

I had a great experience with Ashley Dsouza while selecting an insurance policy. He was extremely patient, knowledgeable, and helpful throughout the process. He took the time to answer all my questions, ensuring I fully understood my options before making a decision. His guidance made the entire process smooth and stress-free. I truly appreciate his professionalism and dedication to helping me find the best policy for my needs. Highly recommend his services!

March 27, 2025
Unprompted review
Rated 5 out of 5 stars

Darren has sound knowledge and very…

Darren has sound knowledge and very much patient. He walked me through various health insurance options for me and my parents. He has me explained in detail of each and every minute details in the policy and what are the pros and cons of various policies.

Very much happy with the consultation.

March 28, 2025
Unprompted review
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Rated 5 out of 5 stars

Thank you Darren

Darren is very knowledgeable. He patiently went through my multiple policies and explained why they are not good for me and gave me options to choose.

Super happy with the consultation.

March 28, 2025
Unprompted review
Rated 5 out of 5 stars

Nihal was very helpful in taking

Nihal was very helpful in taking decision and helped me to choose right policy and help me with the Process.. He answered all my questions/Doubts, very Patiently .

Big Thanks to Nihal and 1% Club for providing me this opportunity
Warm Regards
Roopalatha B C

March 28, 2025
Unprompted review

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