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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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

I had consultation with Abhisht Rana

I had consultation with Abhisht Rana, he helped me with multiple health insurance policies for my family. He gives very quick responses, explained me well the policy terms. Overall I had good experience. Thanks a ton and kudos 👍

3 February 2025
Unprompted review
Rated 5 out of 5 stars

Perfect …

All my answers cleared and solutions has been given, I am very happy with the service. Thank you sowmya ranjan dash.

3 February 2025
Unprompted review
Rated 5 out of 5 stars

The health insurance policy I have…

The health insurance policy I have taken for my father has been tremendously smooth with 1% club. Mr. Sowmya Ranjan has made the whole procedure understandable and his knowledge is remarkable. The level of patience and regular follow ups made an easy procedure for me.

31 January 2025
Unprompted review
Rated 5 out of 5 stars

Ms. Deepti

Ms. Deepti was amazing when it came to simplying all the insurance jargon in a simplified and easy to comprehend manner. Her recommendation was on the spot, and helped me make a quick decision in choosing the right health cover for my family.

31 January 2025
Unprompted review
Rated 5 out of 5 stars

Darren has lot of knowledge about all…

Darren has lot of knowledge about all the variety of health insurances available. He suggested one of the best insurance for myself, my brother and my family. He was quick and patient with replying to all the queries and whenever has no answer he gets back with an answer

30 January 2025
Unprompted review
Rated 5 out of 5 stars

Highly recommending CFO Suyash for his invaluable support

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 assist my sister in doing so. He is quite responsive and I also appreciate the effort of the backend team in issuing the relevant policies seamlessly. I would recommend everyone to take help of the free of cost CFO service in resolving the insurance aspect. The journey has been so far ecstatic.

31 January 2025
Unprompted review
Rated 5 out of 5 stars

Nihal is a very great support!!

The pain of comparing insurance policies and gauging which one is the best suited, considering multiple factors, was omitted with the 1% Club's support. Nihal has been a great support throughout in getting my policy issued. Highly impressed!

18 January 2025
Unprompted review
Rated 5 out of 5 stars

Wonderful experience for selecting right term insurance

I had call with Payal Dere from Insurance team of 1% Club. It was very nice experience from the first call to finally having a policy. They have explained every aspect of taking term insurance policy like what your policy should have by default and till which age you should pay premium (i.e. tenure). They also helped in purchasing the policy which made my experience fantastic.

Thanks a lot for this help payal and team for selecting right policy.

31 January 2025
Unprompted review
Rated 5 out of 5 stars

Attentiveness, availability and support

Abhisht has always been available to attentively understand my concerns and queries and has got me the most appropriate resolution from the team. He even supported during my off work timings and worked diligently towards my best interest... Obliged for this undivided attention and support...

24 January 2025
Unprompted review
Rated 5 out of 5 stars

Prathamesh is really helpful

Prathamesh is really helpful and has a lot of knowledge in the health insurance area. He helped me in understanding different policies and its terms and chose the best policy for me, my wife and my sister. He is also helping me to get a policy for my mother.

30 January 2025
Unprompted review
Rated 5 out of 5 stars

Suyash was a great help

Suyash was a great help in resolving a very bad experience of not being allotted the term insurance despite sharing all relevant documents. Suyash not only assisted and followed with the relevant teams to escalate the issue but also was a patient advisor who was also ready to listen to a partner's grievances and being empathetic with a practical solve.

30 January 2025
Unprompted review

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