Personal CFO Reviews 568

In duration of a year I had 3 different CFOs and none with the intent to meet or connect. I only had 1 scheduled session in the total year rather than 4 as promised.

I have been using the Personal CFO service from 1% Club and I am extremely satisfied with the experience. My Personal CFO, Ms. Vishakha Salvi, has been highly professional, transparent, and supportive. She provides clear guidance that has helped me manage my finances more effectively. Her personalized approach makes me feel confident in my financial decisions, and I truly appreciate her attention to detail and timely support. I would strongly recommend the 1% Club’s Personal CFO service, especially with Ms. Vishakha Salvi, to anyone looking for reliable and professional financial management.

Good explanation on the policies and which policy can be selected based on case to case.

Ms. Vishakha Salvi has been instrumental in helping me align my finances with my goals. She takes the time to understand individual needs and crafts tailored plans with clarity and precision. Her patience, proactive approach, and ability to identify gaps in financial planning make her a trusted partner. She stays flexible, adjusts strategies as needed, and is always just a message away. If you're looking for someone hands-on and dependable, Vishakha is an excellent choice as your CFO.

It made a great conversation and very much courteous and polite in explaining the Goals and Financial planning. Recently I have discussed with Suyash Buwade and found to be properly align to my requirements.

Deepti was very helpful and she made entire process very easy. Right from explaining each pros and cons. Thanks for your patience in clarifying all my doubts

Deepthi helped me a lot in taking the suitable health insurance and patiently explained me all the benefits in the policy and timely replied to my queries.

It’s been wonderful experience with 1% club on insurance services. I truly thankful Ms. Deepti for her continuous and dedicated support. She has supported me 24*7 as per my convenient time.

Deepti helped me to get a good health insurance. She guided me patiently to choose the best coverage for my needs.

Deepti from 1% Club has clearly explained all the details & made me understand everything.
I got a best health insurance for my family.
Thanks for your support.

Akshay has been very insightful and guiding through my investment journey. Gave out different options and helps align my investments for my future goals.

Tanisha made it simply easy and comfortable to buy a term insurance and was always available at the time of necessary...had a pleasant experience contacting her

Very helpful and professional

Gave me time to think and suggested what was perfect policy for me.
Usually people who suggest policies will rush us and push into worst policies but here we will get best suggestions and time to get best policy

This review is for Mr Akshit. I was not aware of health insurance policies other than the one provided by my employer. After talking to Akshit, I understood the need to have another health insurance that would help me address health related expenses in a much better way.
Once we zeroed in on the policy, he helped with all the paperwork and I got the job done in no time.
Mr Akshit earns my highest recommendation.

Akshit Shah was very patient and helped me in choosing an insurance plan suited for my requirements. His professionalism and calm demeanour is highly commendable. He was also patient in answering all my queries and made me feel very confident with my choice.

Tq you very much helping me to identify HEALTH insurence ......
And he helped personal lot ofvthings

I was looking for a health insurance recently and Akshat helped me pick one catering to my needs, the experience was very good and the process was smooth.

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!!

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