Personal CFO Bewertungen 

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.

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 👍👍👍👍

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.

Very Good support from Mr Nigel Sequeira. Polite, respectful and understanding same time Professional.

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!

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 😀

had a very good experience and knowledge sharing done by Darren. as by his suggestions i have picked Insurance.

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.

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.

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.

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.

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 !

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!

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.🙂🙂🙂🙂🙂

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!

Had awesome experience with Payal Dere from 1% club in health insurance. She is very knowledgeable & helpful. Much Recommended😊

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.

I consulted Niguel Sequeira for my insurance related issues . He was extremely understanding of my needs and was able to suggest me the best policy which would suit my requirements.

Soumya sir is very knowledgeable person and his guiding skill is commendable on insurance slection.He quickly provide the solution for each query we asked during the session.

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