Personal CFO Reviews 

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!

I need to obtain new health insurance for my father, who has lung issues, as his previous insurance was inadequate and unpaid for various reasons, resulting in an unmanageable situation. Therefore, I had to contact the One Percent Club with Mayur Agrawal and now I have the insurance all thanks to the one per cent club special thanks to Mayur for keep following and providing a best insurance where I lost my hope of getting an insurance.

Great support offered by the Team! My insurance Spoc (Darren) was very helpful and supportive right from the start to closure! Entire steps were completed with support! Smooth transition and once again a trusted expertise guidance !!!

Thanks to 1 percent club and Soumya Ranjan Dash for helping me to pick up the right health insurance policy for myself and my family.
Great coordination and very patiently followed up even though I had took my sweet amount of time to take up policy.

Nige was helpful in making the various options clear and understandable.

Thanks to Ashley to get the appropriate health insurance based on my age and health of my family. He explained well about health insurance with all type of riders. So this helped me to select the right insurance.

Nihal was very helpful and patient throughout the call. He let me take my time to ask all my questions and cleared everything. 10/10 recommend.

A big thanks to Nigel!! He has been very patient to all my basic questions too that helped me clear all confusion and made my decision making easier. I highly appreciate his support in choosing my health insurance plan and his expertise on guiding me through the whole process.

They helped me in understanding the health insurance policies and the cover available. Also, helped me walk through the best plans available and premium difference in individual vs family floater policy. I'm happy that I was able to get my queries answered and now I am able to make a decision.

My experience with Hetvi ma'am was enriching. She assisted me throughout the process and helped me secure a good insurance. A lot of gratitude to her and team.

My one on one consultation with Anushka regarding health insurance was a delightful experience. She explained everything in detail and waited patiently since I had to hang up in between the call multiple times because of my son’s health. Thank you 1% club for this wonderful opportunity. Looking forward to being in touch with the team in the near future.

Got a best insurance suggestion from Nihal sir. He helped me choose right one. Throughout conversation he is very cool and patient answering my doubts. Thank you 😊

Helped me to choose right term plan with right insurance company.
Process was smooth

My experience with personal CFO was great, I tried lot to make my personal finance discipline, it was not happening, later I took support from Personal CFO Mr. Jash - he supported me in understanding and planned my investments and now I am able to manage better way.

Thank you team 1%

Always available, Abhisht has given me support at the oddest of hours (mostly because of my tough schedule).
Everything from the module linked in the policy buying decision, which was a delight.
Made policy buying super easy. Thanks Abhisht for the support

Ms. Deepti Pal guided me very efficiently to get a new health insurance policy. She explained all the details of the policy in detail and address all the doubts diligently. The overall experience was very smooth and satisfactory. I would highly recommend this sevice to everyone.

Soumya Ranjan Dash has a in depth knowledge of insurence policy and personal finance criteria.He was a great help for me.

I would like to express my heartfelt gratitude to Ms. Tanisha Maheswari for the exceptional support she provided me over the past month in purchasing my term insurance. Her deep knowledge, professionalism, and patient guidance made the entire process smooth and hassle-free.

Tanisha is truly an all-rounder — she not only answered all my queries with clarity but also ensured I understood every small detail, helping me make an informed decision. It’s rare to come across someone so dedicated, knowledgeable, and genuinely helpful.

Thank you once again, Tanisha, for your outstanding service. I highly recommend her to anyone looking for expert advice and assistance in insurance matters.

Very good support from Samyak over my term life insurance selection and guidance.

Great consultancy from Samyak.
I now have health insurance for my family members. Would recommend to my friends as well.