Everything you need to know to build the Wealth Management Firm of the Future

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Nano Learning

Transformation or Transaction

Amar Pandit , CFA , CFP

Pretend for a moment like you have not seen the above Sketch. Which one of the two is truly powerful – Transformation or Transaction? I am asking this in a general sense. Whi ….Read More

October 15, 2021 | 2 Minute Read

Growth

What comes First?

Amar Pandit , CFA , CFP

I know you have come across the phrase “Catch-22”. Webster gives a wonderful example of the “Show-Business catch-22” through a quote of Mary Murphy – “no work unless you ha ….Read More

October 12, 2021 | 6 Minute Read

Nano Learning

The Second Arrow

Amar Pandit , CFA , CFP

There is an insightful story of Buddha’s teaching in the book “Ichigo Ichie” by Hector Garcia and Francesc Miralles. “If a person is walking through the forest and is sho ….Read More

October 8, 2021 | 2 Minute Read

Growth

The Next and Most Necessary Thing

Amar Pandit , CFA , CFP

I am reading a fascinating book called Four Thousand Weeks – Time Management for Mortals by Oliver Burkeman. I know you must be thinking, yet another book on Time Management. Tha ….Read More

October 5, 2021 | 5 Minute Read

Nano Learning

The Punch

Amar Pandit , CFA , CFP

The reason the headline reads “The Punch” is because this Nano is based on a Powerful Punch (Quote) by the legendary boxer Muhammad Ali. “A man who views the world the same ….Read More

October 1, 2021 | 2 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 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.

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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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