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

Nigel was very knowledgeable and had a…

Nigel was very knowledgeable and had a lot of patience as he took me through the various options of health insurance for my family. He was able to explain in detail about all the options I had based on my requirement.. thank you for your professionalism, dedication and patience.. it was super useful

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

Good experience

Hetvi ma’am guided me in taking up a good health insurance. She gave me a few choices and was also kind enough to explain the features to me.

March 27, 2025
Unprompted review
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Rated 4 out of 5 stars

Thanks 1% Club and Hetvi

It was a good experience working with 1% & the health insurance advisor Hetvi for my parents. Since the beginning, she pro-actively connected with me in order to know what is my requirement and accordingly suggested best suited policies, explain all the terms and conditions in detail, ensuring I understood every aspect and factors of it. This really helped me in deciding on what I want. We had frequent to and fro conversations and all the queries regarding the health insurance were efficiently and promptly addressed at every stage. Thank you Hetvi for your professionalism, patience and dedication that made the entire process smooth. I would thank 1% club for providing this needful and helpful service.

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

Thanks Hetvi for all the hardwork

I would like to thank Hetvi for helping me get the perfect health insurance. She was very patient in answering my endless queries and made sure to follow up on a regular basis. Thanks so much for your efforts.

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

Best CFO Hetvi

Hetvi patiently assisted me to get my parents Health Insurance.
She always replied my text ASAP and didn't got frustrated with my lot of queries.. Kudos to Hetvi and 1%Club.
Thankyou so much.

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

Heath insurance with Zeenat

The consultation with Ms. Zeenat relating to health care insurance through OnePercent Club was very informative and facilitative. She suggested policies tailored to my requirements, addressed all my queries patiently and explained the intricacies of policy T&C

March 8, 2025
Unprompted review
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Rated 5 out of 5 stars

I recently had the pleasure of working…

I recently had the pleasure of working with Tanisha for my ICICI health insurance, and I couldn’t be more satisfied with the experience. She was extremely knowledgeable, patient, and transparent throughout the entire process.

Tanisha took the time to understand my needs and recommended the best plan that fit my budget and coverage requirements. She made what could have been a complex process feel smooth and hassle-free. Her prompt responses and attention to detail gave me complete confidence in my decision.

If you’re looking for a reliable and professional insurance advisor, I highly recommend Tanisha. She truly goes the extra mile for her clients!

March 12, 2025
Unprompted review
Rated 5 out of 5 stars

Thanks Hetvi and 1% Club

My health insurance planner, Hetvi, provided invaluable assistance throughout the entire process. She guided me meticulously at every step, from evaluating and comparing various plans to selecting the most suitable one. Additionally, she facilitated the onboarding process with ease and assured me of her continued support for any future assistance. Thanks!

March 25, 2025
Unprompted review
Rated 5 out of 5 stars

Zeenat : Health Insurance Advisor

Zeenat was very helpful and listened very patiently to all my doubts related to health insurance and discussed on the pros and cons of the present insurance taken . She also shared which health insurance policy could be the best right now and how to port from the earlier one. Thank you Zeenat , it was very insightful call which threw enough light and gave enough clarity which was required as of now.

March 25, 2025
Unprompted review
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Rated 5 out of 5 stars

Great customer experience

Very satisfied with the responses and questions answered by Tanisha at every step. She really helped me understand my vision and guided me proper responses.
She was available throughout my journey and build my confidence that I’m taking the right steps. Thank you

March 24, 2025
Unprompted review
Rated 5 out of 5 stars

Such a smooth buying experience

Such a smooth buying experience! Mayur guided us very well with all the features of the health insurance and helped us with purchasing the best policy. A big task has been completed without any fuss. Thank you Mayur and 1% club for all the help and support.

March 24, 2025
Unprompted review
Rated 5 out of 5 stars

Soumya Ranjan Dash is an exceptional…

Soumya Ranjan Dash is an exceptional personal CFO who provided clear financial guidance, strategic insights, and tailored solutions. His expertise in investments, tax planning, and wealth management has been invaluable. Highly professional, responsive, and committed to my financial success—highly recommended!

March 24, 2025
Unprompted review

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