Personal CFO Opiniões 

568
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

568 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

(568)

4 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

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 de fevereiro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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 de fevereiro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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 de fevereiro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

Great experience

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

15 de fevereiro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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 de fevereiro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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 de fevereiro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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 de fevereiro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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 de fevereiro de 2025
Classificada 5 em 5 estrelas

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 de fevereiro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

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 de fevereiro de 2025
Opinião espontânea

A Experiência Trustpilot

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Aqui estão 8 dicas para escrever óptimas avaliações.

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