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Latest Posts
Nano Learning
Money and Value
Amar Pandit , CFA , CFP
Mr. Gokhale, a wise MFD from Mumbai, said, “If you understand ‘value’ and value ‘value’, money will come.” But do people really understand value? Do you? I see a lo ….Read More
March 15, 2024 | 3 Minute Read
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Succession Planning
The Misunderstood Necessity: A Deep Dive into Succession Planning
Amar Pandit , CFA , CFP
‘I have formed an LLP. I think my succession planning is done,’ said Sachin, a mutual fund distributor from Mumbai. Another professional stated, ‘I am joining hands with another pe ….Read More
March 12, 2024 | 7 Minute Read
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Nano Learning
The True Nature of Transformation
Amar Pandit , CFA , CFP
While this is not exactly Part II of last Friday’s Nano, it does come close. However, this week, I am sharing an interesting visual by Stephanie Harrison. She writes some insight ….Read More
March 8, 2024 | 2 Minute Read
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Marketing
The Oldest Barber Shop in the World?
Amar Pandit , CFA , CFP
Do you know the answer to the headline question? There are chances you might not know this…I didn’t until 8 or 9 years ago… On a sunny day in 2015, I called my hairstylist ….Read More
March 5, 2024 | 5 Minute Read
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Nano Learning
Cellular Wisdom: The Path to Organic Growth
Amar Pandit , CFA , CFP
I read a very interesting quote by Steven Hall – “Every single cell in the human body replaces itself over a period of seven years. That means there’s not even the smallest p ….Read More
March 1, 2024 | 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