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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No recent history of asking for 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

Excellent support

Vrushtee from 1% team was really helpful in completing the process. Excellent guidance, dedicated time allocation to explain and helped till the end of the process. Thank you team!!

1 April 2025
Unprompted review
Rated 5 out of 5 stars

Good experience

I didn’t had any idea on the policy I took and was for a higher amount and it was only considered as top up for the co operate policy one assure team has guided me and suggested me the best policy suites my needs. Thank you Hetvi gudka for the guidence and support

10 April 2025
Unprompted review
Rated 5 out of 5 stars

Thank you Hetvi for assisting me…

Thank you Hetvi for assisting me choosing my mother's health insurance. It was a little difficult for me to find one myself as she has history of hypertension. I appreciate you helping me with the smallest details in the package!

26 March 2025
Unprompted review
Rated 5 out of 5 stars

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
Unprompted review
Rated 5 out of 5 stars

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 March 2025
Unprompted review
Rated 5 out of 5 stars

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
Unprompted review
Rated 5 out of 5 stars

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
Unprompted review
Rated 5 out of 5 stars

Nihal Nichani

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

2 April 2025
Unprompted review
Rated 5 out of 5 stars

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 March 2025
Rated 5 out of 5 stars

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 March 2025
Unprompted review
Rated 5 out of 5 stars

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 March 2025
Unprompted review
Rated 5 out of 5 stars

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 March 2025
Unprompted review

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