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

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.

February 11, 2025
Unprompted review
Rated 5 out of 5 stars

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

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

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

February 15, 2025
Unprompted review
Rated 5 out of 5 stars

Great experience

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

February 15, 2025
Unprompted review
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Rated 5 out of 5 stars

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.

February 1, 2025
Unprompted review
Rated 5 out of 5 stars

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.

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

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!

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

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.

February 24, 2025
Rated 5 out of 5 stars

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.

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

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.

February 7, 2025
Unprompted review

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