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

Abhisht rana- medical insurance review

Abhisht rana was assigned for me as advisor for medical insurance. Had a great interaction with abhisht who helped me to know which are all factors to be considered for medical insurance which was very useful for me as I always had a confusion to select which medical insurance suits me. Abhisht helped me through whole process to book my medical insurance policy.

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

Health Insurance Advisory from 1%

I had contacted 1% Club Insurance Advisory for my Health Insurance Purchase Plan.
Hetvi , from Health Insurance Team helped me with this and explained me the policy details and also helped me in application process.
Entire process was very smooth and quick from policy discussion to policy issuance from Insurance Company all completed within 5 hrs 😎

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

I interacted with Abhisht rana for Term…

I interacted with Abhisht rana for Term insurance and health insurance and had a series of wonderful conversations. He helped not only with advising on the insurance products but also educated me on how to analyze and select the correct product based on my needs. He would pivot me towards the correct thought process and then share his suggestions. He also ensured that I did my research on the products. I would recommend Abhist as an excellent consultant in insurance products.

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

Insurance advice

Nihal was my advisor.
He gave me a wonderful session on things to consider while selecting a healthy insurance. And patiently clarified all my doubts. Thank you for the session Nihal

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

Excellent Experience

Wonderful experience in getting a knowledge on insurance. Was guided pretty well by Nigel, who not only understood my requirements, but also suggested the best policies, which made the choice pretty easier.

Thanks for the wonderful experience.

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

Nandani - The GOAT advisor

Nandani is my CFO and I am writing to express my sincere thanks to her and her services. Thanks to Nandani and 1% club I feel I am now on the right path to achieve financial freedom. Nandani is very kind, patient, understanding and knowledgeable in the world of finance and investments. Her valuable insights have helped me gain a lot of understanding to how money works. The world needs more people like Nandani and I am lucky to have such a great financial advisor

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

1%club is doing great job

I was a assigned Darren as health insurance advisor. He was very helpful, analysed details, my requirements and suggested me a great policy. He is really good at his job. Had a great experience

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

So happy to work with Ashley

So happy to work with Ashley. He is very calm and answering all my doubts very clearly. I tried to take term insurance policy from many, but every one suggested some other schemes and made me to invest. He gave right advice to pick my required term insurance from start to end. Thanks a lot to him and 1% Club team.

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

CFO service is Recommended

I appreciate the guidance and the unbaised views that I got from my CFO, Ms Ishita (Her youth has no bearing to her competency). The no nonsense approach is refreshing. I believe by fine-tuning my investments, CFO service charges changed from being a Fee to an Investment! I wish them all the best!

4. 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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