Everything you need to know to build the Wealth Firm of the Future

Simple yet powerful ideas that you can implement yourself

Subscribe and never miss an insightful post!

Thanks for subscribing!

You have been added to our mailing list and will update you about our latest blog posts.

Latest Posts

Succession Planning

Maximizing Value: A Powerful Guide on Preparing Your Business for Sale

Amar Pandit , CFA , CFP

Selling your business (or practice) is a significant event that requires careful planning and strategic positioning. Whether you’re considering retirement, transitioning to a new ….Read More

April 16, 2024 | 6 Minute Read

Nano Learning

Redefining Failure

Amar Pandit , CFA , CFP

In the book “Getting There: A Book of Mentors” by Gillian Zoe Segal, there is an interesting lesson Sara Blakely, Founder of Spanx, recalls – “When my brother and I were gr ….Read More

April 12, 2024 | 3 Minute Read

Growth

A Rule For The Industry

Amar Pandit , CFA , CFP

I read a very interesting Bloomberg post “Two Rothschild Bank Clans Fight Over Clients, Power and the Family Name.” The explanation of this headline – The Swiss and French br ….Read More

April 9, 2024 | 6 Minute Read

Nano Learning

Collect or Connect Dots

Amar Pandit , CFA , CFP

Isn’t this visual super powerful? The creator of the above sketch, David Perell wrote, “Read to collect the dots, write to connect them.” While writing is an amazing way to ….Read More

April 5, 2024 | 2 Minute Read

Marketing

The Illusion of Branding: Why THIS is the Real Game Changer

Amar Pandit , CFA , CFP

While I have written several posts on branding, I still felt a strong urge to write a few additional thoughts on this topic as this is such an important one. Let me begin this post ….Read More

April 2, 2024 | 5 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

Read More

Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

Show Less

Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

Read More

What's Amar Reading