# MY WEALTH PLANNERS

MY WEALTH PLANNERS is an Asset Manager based in India.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** India
- **Region:** Asia
- **Assets under management:** Undisclosed
- **Website:** mywealthplanners.com
- **LinkedIn:** https://www.linkedin.com/company/my-wealth-planners

## Regulatory record

- **CRD number:** 305664
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305664

## About

MY WEALTH PLANNERS is a state-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.

## Sectors

- Financial Services

## People

- Pankaj Mathpal — Managing Director & Chief Financial Planner

## 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.

### 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.

## Related profiles

- [Golden Bell Financial Planning](https://altss.com/profile/golden-bell-financial-planning-llc)
- [CDIB Capital International (Hong Kong)](https://altss.com/profile/cdib-capital-international-hong-kong-corporation-limited)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/my-wealth-planners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology