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Pankaj Mathpal, Founder and Managing Director, Optima Money Managers Pvt. Ltd. has over 22 years of work experience in Marketing, Financial Planning & Education. He practices in the area of wealth management and is actively involved in education and trainings.

He is a prominent face in media and regularly appears on various business channels like CNBC TV18, CNBC Awaaz, Bloomberg, NDTV Profit, ET Now, Doordarshan & Zee Business. Also, he has authored several articles on the subject related to personal finance. Mr. Mathpal has earned the designation of Certified Financial Planner (CFP CM ) from Financial Planning Standards Board India, an affiliate of FPSB, USA. He has completed Chartered Wealth Manager (CWM ® ) programme from American Academy of Financial Management, USA, Certified International Wealth Manager (CIWM ® ) from Association of International Wealth Management, Switzerland and Certified Personal Financial Advisor (CPFA) from National Institute of securities Market.

He is a Fellow of American Academy of Financial Management, USA. Pankaj is also serving as Director on the Board of Financial Planning Standards Board India (FPSB India and life member of society of financial planners.