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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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Technology

Get This Right

Amar Pandit , CFA , CFP

Let me start with a simple story. A few months ago, I was sitting with a senior MFD. Smart, hardworking, well intentioned. He had built a decent book over the years. As we spoke about his pr ….
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February 10, 2026 | 8 Minute Read

Nano Learning

The Quiet War

Amar Pandit , CFA , CFP

Competition does not announce itself politely. It does not send you a letter saying it has entered your city. It arrives quietly, through glossy offices, persuasive relationship managers, di ….
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February 6, 2026 | 2 Minute Read

Valuation

The Number That Really Determines Your Future

Amar Pandit , CFA , CFP

Most MFDs track their revenue. It is the scorecard they check every month. It tells them whether they are growing or slowing. It tells them whether the market has helped them or hurt them. I ….
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February 3, 2026 | 7 Minute Read

Nano Learning

Goals Don’t Build Wealth Practices. Habits Do.

Amar Pandit , CFA , CFP

New goals don’t deliver new results. New habits do. Better habits do. Most advisors and MFDs set goals every year. Higher AUM. Better clients. More referrals. Improved work life balance. S ….
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January 30, 2026 | 3 Minute Read

Valuation

Everything Changes When You Understand This

Amar Pandit , CFA , CFP

I recently met a gentleman from Bengaluru. Soft spoken. Humble. Decent. He ran a sizable mutual fund distribution practice and had been in the business for several decades. We sat down to di ….
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January 27, 2026 | 7 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