Personal CFO Recenzje 

570
•
Wynik TrustScore: 5 na 5

4,8

Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej

Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej

Zobacz, co mówią recenzenci

Oceniono na 5 z 5

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,... Zobacz więcej

Oceniono na 5 z 5

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... Zobacz więcej

Oceniono na 5 z 5

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... Zobacz więcej

Oceniono na 5 z 5

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... Zobacz więcej

Informacje dotyczące firmy

  1. Doradca finansowy

Napisane przez firmę

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.


Dane kontaktowe

4,8

Doskonała

Wynik TrustScore: 5 na 5

570 recenzji

5 gwiazdek
4 gwiazdki
3 gwiazdki
2 gwiazdki
1 gwiazdka

W ostatnim czasie nie zapraszano do recenzowania

Ta firma nie zapraszała ostatnio swoich klientów do recenzowania, dlatego recenzje mogą nie być w pełni reprezentatywne

Nie odpowiedziano na negatywne recenzje

Jak firma korzysta z Trustpilot

Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.

4,8

Wszystkie recenzje

(570)

Liczba recenzji w ciągu ostatnich 12 miesięcy: 4

Napisz recenzję
Firmy korzystające z platformy Trustpilot nie mogą oferować żadnych zachęt ani płacić za ukrywanie recenzji. Recenzje są opiniami poszczególnych użytkowników, a nie platformy Trustpilot. Dowiedz się więcej

Oceniono na 5 z 5

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 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

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 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Senior citizen health care policy

We had been in touch with Tanisha for a health policy. Being a senior citizen policy there were some issues to be sorted out. She handled these issued well and helped smoothen out some complexities making the whole process very stress free.

25 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Amazing Experience

Great work by Nihal. Gives us some really good recommendations about health insurance for me and my cousin.
Overall a good experience..
Keep up the good work 👍👍👍👍

25 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Top notch guidance & assistance by Ms. Payal Dere

An amazingly cooperative and dedicated experience with Ms. Payal Dere, who helped me throughout the insurance process, from explaining each and every option catered specifically for me, to reminding me important dates, documents and necessary actions to be performed. Really appreciate the constant support received by the 1% community even in situations when I couldn't match their energy and get caught up with other things in life.

I would definitely recommend being a part of a helpful community like this where all our asks are answered for, by the best at their fields.

21 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Best experience

Mayur Agarwal was well informed, proficient and an expert in this field. He first understood my need and very patiently explained the entire requirement and process; Even more patient when I kept postponing the meetings. Overall my experience was excellent with him.... Thanks a lot Mayur!

23 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Amazing Consultation By Zeenat !

Amazing Consultation By Zeenat !
She's was brilliant 👏 with your knowledge and conveyed guidance for Health and Life Insurance Research for my entire family 🙏 We are grateful to the entire team 👍 You people are doing great job from 1% Club 🤗Kudos and Keep going 😀

18 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Wonderful mentoring and support

I received amazing mentoring and support from Zeenat.
She was there with me always 24/7 clarifying my doubts and queries.
At first, I had no clue about anything
But when I spoke to her, her communication with me supported me a lot till the last moment.
She worked alongside with me in choosing a policy suitable for me.

20 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Excellent Consultation Experience.

Tanisha had a very good understanding and explained all the required details in crisp and clear way.
The communication was happened as per said date and time.
I am fully satisfied with the consultation that she gave about the existing health insurance.

21 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Thanks a lot Akshit Shah for helping…

Thanks a lot Akshit Shah for helping out and guiding to get the insurance done for my family. You patiently waited for my response and provided the details immediately. You are an amazing person and great person to work with.

29 stycznia 2025
Opinia niezależna
Oceniono na 5 z 5

Expert Guidance on Insurance – Highly Recommended!

I had the pleasure of consulting Nihal Nichani regarding insurance policies, and his guidance was invaluable. He took the time to thoroughly explain different policies, helping me understand which one suited my needs best. His insights were clear, unbiased, and tailored to my financial goals.
He ensured I made an informed decision.

20 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Exceptional assistance and service

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, patient, and understanding throughout this insurance process🙏🏼.
You truly went above and beyond! I'd give more than 5 stars if I could, And highly recommend her !
Looking forward to connecting again with you soon !

20 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Many thanks for the help on term insurance

I have been puzzled about the term insurance policy for a very long time. Then I reached out for help and Ashley helped me a lot from the beginning. The first consultation call we had was very informative and helpful. Ashley has been providing me his guidance on each step of the process, that made me feel assured. Thank you for your support!

20 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Special thanks to PAYAL DERE

It was very pleasant to disclose that , I got a very kind and detailed information and policy issued .

Special thanks to PAYAL DERE ,and at last Akash .

Really they given all their efforts,like their own policy , i really happy on being a part of this journey.🙂🙂🙂🙂🙂

19 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Down to Earth, Implementable Advice

I spoke to Soumya Ranjan Dash for advice on health insurance. He took time to understand my context and advised me on how to approach health coverage for my family. He was thorough in his assessment, explained the rationale of his recommendations well and was open-minded about understanding my specific situation. It was a pleasure to speak to Soumya. He did not push or hard-sell any product and was polite, knowledgeable and helpful. Thank you for all the useful advice!

19 lutego 2025
Opinia niezależna
Oceniono na 5 z 5

Feedback for mayur

I consulted Mayur from insurance department and he explained me all the terms regarding insurance in polite and understanding manner where I can able to buy the insurance.

14 lutego 2025
Opinia niezależna

Doświadczenie Trustpilot

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