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MY WEALTH PLANNERS
Pankaj Mathpal's My Wealth Planners is a SEBI-registered fee-only financial planning firm in Mumbai focused on mutual fund portfolios and retirement...
MY WEALTH PLANNERS
MY WEALTH PLANNERS is an SEC-registered investment adviser in LONGMONT, CO. The firm manages $99 million in assets, $97 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
Asia
Country
India
City
—
Corporate office
—
Principals
Pankaj Mathpal
Managing Director & Chief Financial Planner
Sector focus
Frequently asked questions
Is My Wealth Planners a fee-only adviser or does it earn commissions from product sales?
The firm operates as a SEBI-registered investment adviser under the 2013 regulations and publicly positions itself as fee-based. It does not accept trail commissions from mutual fund houses, meaning clients pay a flat advisory fee rather than bundled product commissions. This model aligns the firm's incentives with client outcomes rather than product-push targets.
Who handles the advisory work at My Wealth Planners?
Pankaj Mathpal, the Managing Director and Chief Financial Planner, leads all planning engagements. He is a Certified Financial Planner and an early registrant under SEBI's adviser framework. The firm does not publish a multi-adviser team roster, and Mathpal is the sole named principal in its public presence.
Does the firm manage direct equity portfolios or alternative investments?
No. My Wealth Planners focuses entirely on mutual fund-based portfolio construction and goal-linked planning. It does not offer direct equity portfolio management, PMS products, or access to alternative assets. Execution happens through clients' own broking accounts; the firm does not take custody.
What is the firm's typical minimum engagement size or asset threshold?
The firm has not publicly disclosed a stated minimum AUM or net-worth threshold for new clients. Its published commentary targets salaried professionals in peak accumulation years, suggesting an accessible rather than ultra-high-net-worth gate.
Is My Wealth Planners affiliated with any bank, brokerage, or asset management company?
No institutional affiliation exists. The firm is independently owned by Pankaj Mathpal and is not an arm of any bank, stockbroker, insurance company, or mutual fund house. This independence is central to its fee-only label and SEBI's adviser-versus-distributor distinction.
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