Personal CFO Bewertungen 

My CFO Jash helped me a lot in planning my personal financial goals with right investment advise. He is very knowledgeable and approachable whenever required. He helped to choose right health insurance, diversification of investment portfolio etc. Thanks for the overall experience and taking care of our wealth :-)

Good advice of insurance

Well guided

I would like to thank Akshit from 1% Club who assisted me in analysing my existing insurances and providing me guidance in taking additional insurance policy which gives ample coverage, and his suggestions are catered based on my requirement & needs which is appreciable, As I being an NRI staying outside India he recommended me the product which can be taken without a need to visit India helping me to ease the entire process, thanks once again to 1% club and Akshit Shah for helping in securing our life’s making the entire process easier.

My insurance Mr. Nigel, helped me with the term life insurance and explained everything about it to me. He was very patient with me and kept checking for updates. Thanks Nigel!

Ashley was my advisor and literally helped with each and everything about heath insurance. He was very nice and knowledgeable and connecting with him helped me a lot. He was very prompt on giving me all the information i requested.

My cfo Tanisha, professional and support us for all the queries.

Mayur did great job to help me out in getting my first health insurance and his communication was great and guidance was on point

My health insurance advisor was Mr. Nigel Sequeira. He helped me to choose the right one. He explained everything in details. Thanks for the smooth experience. I hope I will get similar experience in future as well.

It was overall Excellent interaction with Soumya, He provided valueable information about Health Insurance.Clear all doubts and help through out to understand How to choose right health insurance plans and also help me in my carporate helth insurance plan queries.

Extremely helpful Nigel , will be in touch for further guidance

Payal Dere helped me choosing the right health insurance for me. She has been patient with me.
Explained all details of insurance. She was also following up with me for all the updates.
Overall it was nice experience with her. And will definitely refer her to others seeking insurance.

Smooth and Hassle- Free Insurance Process

Had a great talk about term insurance and its really went well

Had a great session with Nigel Sequeira about Health Insurance. He had helped me to choose the right insurance for my family with clear and valuable details about everything covered in the health insurance.

Clear , crisp and to the point with logical explanation around investmant proposal and especially goal to reach FIRE number from one percent club and kudos to Jash Vora for guiding on this journey to reach to FIRE number.
It is worth to me.

I had a wonderful session with Mayur, in which I asked many questions regarding my existing policy, and he was so calm and patient when he heard my queries. After hearing all my concerns, he explained about the cons of my existing policies, which I was unaware of, and suggested how I can improve it.

"Exceptional guidance with thoughtful support, ensuring I got exactly what I needed. Anushka and Priya have been great! Highly recommend for personalized support!"

Had a great conversation with Mayur, good to know that my health and term insurance policies are good enough, and it was also helpful to know the shortcomings of the policies.

I recently had the pleasure of consulting with Soumya Ranjan Dash for my term and health insurance needs, and I couldn't be more satisfied with the experience. He was extremely knowledgeable, patient, and thorough in explaining all the available options, making it easy for me to choose the best plan suited to my needs. His professionalism and dedication to ensuring I got the right coverage were truly commendable. I highly recommend Soumya to anyone looking for expert guidance in insurance planning. Thank you for your excellent service!