Personal CFO Anmeldelser 

567
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

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

Bedømt til 5 ud af 5 stjerner

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... 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

567 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

(567)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Consulted with Hetvi via 1% club

Consulted with Hetvi via 1% club. She advised very well on the policy and the add ons to be used considering a long term approach. The follow-ups till the policy issuance was exceptional

17. februar 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.

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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