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Success Is a Lousy Teacher

Amar Pandit , CFA , CFP
Bill Gates once said, “Success is a lousy teacher. It seduces smart people into thinking they can’t lose.”
It’s a powerful line. One that’s worth reflecting on, especially in the w ….
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August 19, 2025 | 7 Minute Read
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Nano Learning
The Secret Sauce

Amar Pandit , CFA , CFP
Every financial professional knows what works. Show up for clients. Listen deeply. Build trust. Follow a disciplined process. Stay invested in their lives, not just their portfolios.
August 15, 2025 | 3 Minute Read
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Featured
The Investor Sitting Across The Table? (Part 2)

Amar Pandit , CFA , CFP
In Part 1, we explored the three investor personas laid out by behavioral finance expert Meir Statman: Utilitarian, Expressive, and Emotional. As a Mutual Fund Distributor (MFD) or financial ….
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August 12, 2025 | 8 Minute Read
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Nano Learning
The Only Qualification

Amar Pandit , CFA , CFP
In his Outliers series episode about Les Schwab, Shane Parrish wrote:
“Les bought his first tire shop, having never fixed a flat in his life. On day one, a customer needs tires mounted. L ….
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August 8, 2025 | 3 Minute Read
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Featured
The Investor Sitting Across the Table? (Part 1)

Amar Pandit , CFA , CFP
You’ve likely met hundreds of investors.
But how many of them have you truly understood?
Because if you don’t know who you’re really talking to, how can you expect to build trust, guid ….
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August 5, 2025 | 7 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