What our client say
Vikaas M Sachdeva Chief Executive Officer, Edelweiss Asset Management Limited
Mr Pankaj Mathpal and his team come across with a rare blend of professional expertise and unconditional candour in their dealings with me. Having been in the BFSI space and being exposed to financial instruments of various hues, Mr Mathpal and his team have impressed me with their assume that of these options as far as my risk profile goes. It has been a satisfying journey with the firm so far, and my best wishes to the team for future growth...
Nirmal K. Rewaria CEO & Co-Founder, FinPeace Technologies Pvt. Ltd.
I have been regularly following Mr. Pankaj Mathpal on various channels, newspapers and at website www.optimamoney.com. The website has mind boggling calculators and articles which have been designed and written respectively for a common man; even housewives can use and understand these. I have also seen few of training sessions of Mr. Pankaj which again he had defined keeping a layman in mind or the attendees needs. I say he is one of the best trainer and knowledgeable person in Industry in personal finance space. At last I like his simplicity though he is a well-known personality in India.
Harshada More Consultant, Deloitte Touche Tohmatsu India LLP
Mr. Pankaj Mathpal has given invaluable suggestions and advices to me right from the beginning of my career. His articles and TV shows on various channels are a constant source of knowledge for a person like me who comes from a non-finance background. Also the articles and information shared on the website (www.optimamoney.com) are easily understandable for everyone. Various calculators like tax planning, vacation planning and retirement planning on the website are very useful. Mr. Mathpal Being one of the famous icons in today's financial market, is an empathetic man while advising and planning for financial goals of his clients.
Maneesh Joshi CEO & Founder, The Next Bend Films
The Optima Money Managers have been my trusted financial advisors since one decade now and I can proudly say that their services have always helped me greatly in making wise investments and optimally managing my finances.
Vamsi Ayyagari General Manager, TIPS VFX (Moving Picture Company)
I have known Pankaj for over a decade. Ever since my first interaction, I have found him to be very sound and intuitive in financial matters and his knowledge of the BFSI space is extensive. But what I value most is the honest advice he has dispensed keeping the best interest of his clients in mind. Many a times, he has gone out of the way to suggest solutions to complex financial problems that are out of gambit of understanding of a non-financial person like me. I strongly recommend him for wealth management and financial planning. His guidance and genuine care for your interests can only be exceeded by the wealth he will be creating for you :)
Bhaumik Parikh Sr. IT Professional
I saw Pankajbhai on various TV channels giving advice on financial planning. Now, it is more than 2 years, I am taking his help on my financial plan and investment. And I am very happy about it. The most thing I like about him is that he is prompt in reply and giving enough time to listen to me. His financial advice is always towards latest financial trend.
Leslie Dsouza Principal Consultant
I have been using the services of the Optima Money team since 2005 and I have to say that the team has transformed the way it engages with its clients.
My earlier services availed were on financial matters and taxation which was always prompt and an hassle free experience. When I wanted to start my own partnership firm in 2016 and was struggling to put things in place, It was Pankaj and his team who went out of the way to complete the process within a span of fortnight with accuracy and timeliness. It was a delightful experience as the team demonstrated speed, passion and its high sense of ownership towards servicing its clients.
I would recommend Optima Money as a one stop solution for individuals and SME's services in case if you are looking for a delightful experience.