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

Simple yet powerful ideas that you can implement yourself

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Latest Posts

Technology

Move Beyond The…

Amar Pandit , CFA , CFP

Most financial professionals believe their value lives in spreadsheets. In formulas. In the precision of a plan. In the neat rows and columns that give a sense of control. But the sketch you ….
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December 19, 2025 | 2 Minute Read

Succession Planning

The Succession Mirage

Amar Pandit , CFA , CFP

There is a story I want to share with you. A story that repeats itself more often than we admit. A story that looks like succession from the outside, but in reality, is only a change of hand ….
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December 16, 2025 | 7 Minute Read

Succession Planning

Luxury versus Responsibility

Amar Pandit , CFA , CFP

The plumber’s house leaks and the carpenter’s house creaks. We smile when we hear this line, but it hides a truth that every financial professional needs to confront. We spend our lives ….
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December 12, 2025 | 2 Minute Read

Growth

The Biggest Lie

Amar Pandit , CFA , CFP

There is a silent danger in the world of financial advice and mutual fund distribution. It does not look dangerous. It looks safe. Comfortable. Predictable. It whispers familiar words. “Do ….
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December 9, 2025 | 7 Minute Read

Nano Learning

The Magic Certainty Button

Amar Pandit , CFA , CFP

Every financial professional / MFD I meet is searching for the same thing, even if they do not say it out loud. Certainty. Certainty that markets will behave. Certainty that clients will sta ….
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December 5, 2025 | 3 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.

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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 6 bestselling books, 8 Sketch Books and 2000 + 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.

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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.

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What's Amar Reading