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

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 February 2025
Unprompted review
Rated 5 out of 5 stars

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 February 2025
Unprompted review
Rated 5 out of 5 stars

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 February 2025
Unprompted review
Rated 5 out of 5 stars

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 February 2025
Unprompted review
Rated 5 out of 5 stars

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 February 2025
Unprompted review
Rated 5 out of 5 stars

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 February 2025
Unprompted review
Rated 5 out of 5 stars

Had a great time interacting with the…

Had a great time interacting with the team and understanding how insurance covers me and how much coverage should i take.

Interaction with the team was informative and for sure will plan to take a policy as per their guidance.

8 February 2025
Unprompted review
Rated 5 out of 5 stars

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 January 2025
Unprompted review
Rated 5 out of 5 stars

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 January 2025
Unprompted review
Rated 5 out of 5 stars

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 January 2025
Unprompted review
Rated 5 out of 5 stars

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 February 2025
Unprompted review

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