Personal CFO Anmeldelser 

566
TrustScore 5 ud af 5

4,9

Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere

Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere

Se, hvad kunderne siger

Bedømt til 5 ud af 5 stjerner

Vishakha has been of great support in setting up my finances. Right from setting up calls to explain the different aspects of an finances to helping me find a suitable financial goal distributio... Se mere

Bedømt til 5 ud af 5 stjerner

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,... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Bedømt til 5 ud af 5 stjerner

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... Se mere

Virksomhedsoplysninger

  1. Finansrådgiver

Skrevet af virksomheden

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.


Kontaktoplysninger

4,9

Fremragende

TrustScore 5 ud af 5

566 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Ingen nylige anmeldelsesinvitationer

Denne virksomhed har ikke inviteret kunder til at skrive anmeldelser for nylig, så anmeldelserne er muligvis ikke repræsentative

Har ikke besvaret negative anmeldelser

Sådan bruger denne virksomhed Trustpilot

Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.

4,9

Alle anmeldelser

(566)

3 anmeldelser inden for de sidste 12 måneder

Skriv en anmeldelse
Virksomheder på Trustpilot må ikke tilbyde incitamenter eller betale for at skjule anmeldelser. Anmeldelser repræsenterer individuelle brugeres meninger, og ikke Trustpilots mening. Læs mere

Bedømt til 5 ud af 5 stjerner

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. april 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. marts 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. april 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. april 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Nihal Nichani

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

2. april 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. marts 2025
Bedømt til 5 ud af 5 stjerner

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. marts 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. marts 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. marts 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

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. februar 2025
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Single point of Insurance help

My insurance advisor. Deepti, was around to answer any and all questions that I had in insurance policies. She was there till the issuance of both the Health and life insurance. Overall, I am happy with the service I received

31. marts 2025
Uopfordret anmeldelse

Dette er Trustpilot

Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.

Virksomheder kan bede deres kunder skrive en anmeldelse ved hjælp af automatiske invitationer. Denne type anmeldelser handler om reelle oplevelser og markeres "Verificeret".

Læs mere om andre typer anmeldelser.

Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.

Læs om anmeldelsesprocessen på Trustpilot.

Hér finder du 8 tips til at skrive anmeldelser.

Verificering kan være med til at sikre, at det er rigtige mennesker, der skriver de anmeldelser, du læser på Trustpilot.

Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.

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