Personal CFO Opiniões 

567
TrustScore: 5 em 5

4,9

Embora não verifiquemos reivindicações específicas uma vez que os autores têm direito a ter a sua opinião, podemos classificar as opiniões como "Verificadas" quando conseguimos confirmar a ocorrência de uma interação com a empresa. Saber mais

Para proteger a integridade da plataforma, todas as opiniões na nossa plataforma (verificadas ou não) são analisadas pelo nosso software automatizado 24 horas por dia, 7 dias por semana. Esta tecnologia foi concebida para identificar e remover conteúdos que violam as nossas diretrizes, incluindo opiniões que não se baseiam numa experiência real. É possível que não consigamos dar conta de tudo, pelo que poderá sinalizar alguma coisa que ache que nos possa ter escapado. Saber mais

Leia as opiniões dos outros

Classificada 5 em 5 estrelas

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,... Ver mais

Classificada 5 em 5 estrelas

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... Ver mais

Classificada 5 em 5 estrelas

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... Ver mais

Classificada 5 em 5 estrelas

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... Ver mais

Informações sobre a empresa

  1. Empresa de planeamento financeiro

Escrito pela empresa

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.


Informações de contacto

4,9

Excelente

TrustScore: 5 em 5

567 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de solicitação de opiniões

Esta empresa não convidou os clientes recentemente, pelo que as opiniões podem não ser representativas

Não respondeu a opiniões negativas

Como esta empresa usa o Trustpilot

Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.

4,9

Todas as opiniões

(567)

3 opiniões nos últimos 12 meses

Escreva uma opinião
Na Trustpilot, as empresas não podem oferecer incentivos ou pagar para esconder opiniões. As opiniões pertencem a cada um dos utilizadores e não à Trustpilot. Saber mais

Classificada 5 em 5 estrelas

Good experience

I didn’t had any idea on the policy I took and was for a higher amount and it was only considered as top up for the co operate policy one assure team has guided me and suggested me the best policy suites my needs. Thank you Hetvi gudka for the guidence and support

10 de abril de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Thank you Hetvi for assisting me…

Thank you Hetvi for assisting me choosing my mother's health insurance. It was a little difficult for me to find one myself as she has history of hypertension. I appreciate you helping me with the smallest details in the package!

26 de março de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Wonderful

The way she supported and guide me through the process and cleared all those questions with ample patience is nothing less a wonderful job.

5 de abril de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Excellent experience

I reached out because of my ambiguity in finalising a term insurance policy. Vrushti Vaid was allotted to me. The first meeting was set up promptly and Vrushti was successful in gaining my confidence and guided me through the decision-making process. She was available at each step of the process and coordinated well with her team to get my policy started. The idea that she will remain my single point contact for any queries, resolutions and claims is very reassuring.

12 de março de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Health insurance experience with Payal Dere..

My policy choosing guide was Payal Dere from 1% club. Amidst of several Health Insurance companies and choices, Payal had guided and helped me to choose the appropriate Health Insurance policy for me. She shared the few narrowed down best policy terms in short and made it ease for me to choose the right one. Also she clarified all me queries and doubts regarding the health insurance I had. That's a Great experience with her, throughout this insurance purchasing process..💯🤝

2 de abril de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

I contacted Vrushtee vaid to evaluate…

I contacted Vrushtee vaid to evaluate my existing health insurance and provide me feedback on whether I need to change the insurance or continue with same, she provided immediate feedback and also explained me the reasons why this is a good plan.
That was rely helpful

1 de abril de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Nihal Nichani

Nihal Nichani is good at recommending the best health insurance policy based on your health condition.

2 de abril de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Great experience

We had a great experience working with Tanisha for choosing an insurance policy. She patiently heard and answered all our queries, which helped us select the best policy suited to our needs. Thanks Tanisha and 1% Club.

31 de março de 2025
Classificada 5 em 5 estrelas

Thanks to Vrushtee

Thanks to Vrushtee for being so patient and helping in each and every step. Special thanks for working with other vendors when 1 insurer denied for PED she took ownership as if it is her policy and she made sure I am covered at last with all benefits.

It was a great experience

12 de março de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

I had great experience with Abhisht…

I had great experience with Abhisht Rana in selecting correct health insurance for my family. It is 31st March night 10:30pm and Abhisht is helping me in and out to complete my payments , clear my last minute doubts and what not! I must say one percent club has got best team member as Abhisht has gone above and beyond to keep up the expectations of one club member. Thank you for all the support and guidance Abhisht!

31 de março de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Good insurance advice

Vrushtee has helped me understand the basics of health and term insurance and also guided me from screening till purchasing the insurance products in every stage of the process, resolving all the doubts in the complete process.

31 de março de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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.

22 de fevereiro de 2025
Opinião espontânea

A Experiência Trustpilot

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