What People Say
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.
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.
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 :)
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.
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.
Financial planning is an upcoming carrier with global recognition, and if you want to make career in financial market, then CFP certification is the most suitable qualification possible in today's scenario. With growing investable surplus of Indian communities over the world, wealth management courses specially CFP certification will become most favored certification in India & overseas for financial planners. After a long research, I preferred Pankaj Mathpal's tutorial classes for CFP- challenge status program as he believes in focused attention on each student & makes it an personalized classes rather than a group tuitions there is an 360 degree all round development and knowledge gain for every CFP aspirant while attaining his tuition class. Language of his study materials is simple even for non- commerce students like me. It’s a good priced and well balanced tutorials for those who are looking for knowledge gain rather than mere exam clearance with good grades.
Thanks Pankaj for your immense support and knowledge sharing!!!!!
Nirmal K. Rewaria
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.
Vikaas M Sachdeva
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...
Pankaj is a detail oriented manager and always come through for me on all the situations.
Pankaj sir has a good command over his subject and very passionate about it.As a Tutor he is very meticulous and methodical of imparting training in the subject of Financial Planning.As a professional he is highly disciplined and systematic in his approach
Pankaj.. a rare breed .. who goes all out to help, motivate, support, push and mentor those who want to be involved in the process of getting qualified for an unbiased profession of a Certified Financial Planner. His objective of aiming for financial literacy is noble and justified and wholly ratify it. Hard working and modest to the core.. is what can be summed up.
A true “Charismatic Leader” with Passion, Determination, High Self Esteem & Never say die attitude, these are certain qualities which reflect from Pankaj Mathpal . He is all determined to help & support whenever required or asked for...I wish him all the luck for his future endeavor....Cheers
The best thing I found in pankaj is his Diligence towards teaching. Without his support it was not possible for me to complete my CFP certification. He is really knowledgeable and always having the best solutions for any problem independent of his personal interest. He is very professional in his own way to solve any query. I truly respect him as my mentor.
h!!! he is just AMAIZING !!! Just 1 month 5 days and I cleared CFP certification exam under challenger's status, and not just passed with grade B, also ranked 16th among all the students passed in the country under Challenger Status mode. As of now for the last 3 months he has a 100% pass ratio for his CFP certification training. Amazing person and very passionate about what he does.......... Thanks a lot sir :-)
Best Ideas for Teaching with Technology gives teachers the tools and strategies to be leaders” I had joined Pankaj Mathpal class for only two month and got confidence ones I reach there that I can complete CFP in his guidance in two month also. In Class materials which are provided is excellent and with good example of how to go about answering question in a logical way so that even if one encounters new words one can still make a shrewd guess. Also class size is optimum ensuring personal interaction.
When I met Pankaj, I had just two months left to appear for CFP as my registration was getting expired . He just spoke to me for 10 minutes and made me confident that I can crack this exam. His dedication, hard work and passion towards teaching CFP Certifcation students is really appreciable. I not only studied under his guidance but I also learned lot of important things in financial planning. His knowledge and understanding in Retirement & Investment planning is truly remarkable. I would proudly mention here that his success rate is CENT percent in teaching and all the students who appeared for Final Exams have cracked it in first attempt. I strongly recommend Pankaj for Financial Planning and Advisory as well as to take guidance to crack CFP. Wish you all the best Pankaj
Pankaj is a diligent and a reliable soul, with zeal to excel and learn. He has had varied experiences in life and these have helped him in becoming an entrepreneur. He is very good at what he does. I wish him the best in his career.
Pankaj is an excellent Financial professional who has a very good understanding of his client's requirement and business. He has great analytical skills and expertise in Financial markets. I have known Pankaj for last 14 yrs and he is also a good human who can go all the way to help people.
Pankaj is a detailed oriented manager, who has a great insight in to the analysis of financial products and is known to strive for perfection in his work. I wish him good luck for his future endeavor.
Pankaj Mathpal is good adviser and maintains relationships beyond the work which earn money for him. Always helpful and prompt on work.