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
Nano Learning
The Missing Assets That Create a Truly Scalable Practice
Amar Pandit , CFA , CFP
Every time I speak with top MFDs, a common pattern emerges; they measure success by AUM , the funds they deploy, and the commission numbers they post. But there is an unseen side of their bu ….
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October 31, 2025 | 3 Minute Read
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Growth
Are You Spending Too Much Time Managing Investments?
Amar Pandit , CFA , CFP
Most financial professionals start their careers thinking about investments. Markets. Strategies. Asset allocation. It feels like the core of what you do. But as you grow, something strange ….
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October 28, 2025 | 5 Minute Read
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Nano Learning
Your Craft Deserves More Than This
Amar Pandit , CFA , CFP
Jerry Seinfeld once said, “Do not pursue other people’s recognition as an end in itself. What you pursue is the quality of the work you are doing, not the result of people liking it or hat ….
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October 24, 2025 | 3 Minute Read
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Featured
How Much Fuel Is Enough?
Amar Pandit , CFA , CFP
When you drive to a gas station, you know exactly what you’re there for.
You’re not trying to fill the entire station. You’re not even trying to fill every container you own. You’re ….
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October 21, 2025 | 7 Minute Read
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Nano Learning
The Fool, The Coward, or The Courageous
Amar Pandit , CFA , CFP
Courage is not the absence of fear. It is the ability to act in the presence of fear. Think about it. If you feel no fear, you are a fool. If you let fear rule you, you are a coward.
October 17, 2025 | 2 Minute Read
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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.
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 LessAmar'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 MoreWhat's Amar Reading
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Trillion Dollar Coach : The Leadership Handbook Of Silicon Valley's Book Campaign.
Book By : Eric Schmidt, Jonathan Rosenberg and Alan Eagle
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Do Good : Embracing Brand Citizenship to Fuel Both Purpose and Profit
Book By : Anne Bahr Thompson