Everything you need to know to build the Wealth Firm of the Future
Simple yet powerful ideas that you can implement yourself
Subscribe and never miss an insightful post!
Thanks for subscribing!
You have been added to our mailing list and will update you about our latest blog posts.
Latest Posts
Growth
A Partner’s Gratitude
Amar Pandit , CFA , CFP
The other day, we received an email that filled our hearts with joy. It was from a partner we had worked closely with over the past few months. We had helped him land a prestigious ….Read More
October 22, 2024 | 5 Minute Read
- 1
- 1
Nano Learning
You Are Not Alone
Amar Pandit , CFA , CFP
In the book When Things Don’t Go Your Way, author Haemin Sunim captures a profound truth: “Nothing in this world exists as separate and alone, but that all things rely on each ….Read More
October 18, 2024 | 2 Minute Read
- 0
- 0
Featured
When Clients Try to Prescribe the Medicine
Amar Pandit , CFA , CFP
In the work you do, one of the most challenging dynamics is when clients attempt to dictate investment decisions. It’s an experience that most financial professionals are familia ….Read More
October 15, 2024 | 7 Minute Read
- 0
- 0
Nano Learning
Great Financial Hospitality Requires This?
Amar Pandit , CFA , CFP
In the world of financial services, the concept of hospitality goes beyond service. It’s about creating an experience where clients feel valued, understood, and genuinely cared f ….Read More
October 11, 2024 | 2 Minute Read
- 0
- 0
Succession Planning
The Path to the 10%
Amar Pandit , CFA , CFP
Recently, my colleague Sayok visited Delhi to meet a few partners, where he encountered a deeply unfortunate story. A gentleman (in his early forties) had passed away, and in a mat ….Read More
October 8, 2024 | 5 Minute Read
- 0
- 0
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
-
Trillion Dollar Coach : The Leadership Handbook Of Silicon Valley's Book Campaign.
Book By : Eric Schmidt, Jonathan Rosenberg and Alan Eagle
-
Do Good : Embracing Brand Citizenship to Fuel Both Purpose and Profit
Book By : Anne Bahr Thompson