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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Latest Posts

On Business Models

After reading the post, “The Oldest Barber Shop in the World?”, one of the readers wrote to me, “Excellent post Amar. I thoroughly enjoyed it, and I started thinking about bu ….Read More

The Biggest Client

I asked many of you a simple question. Who is your biggest client? There were different names that I received. Try answering this question, chances are a name or two must hav ….Read More

The Missile Test: Choosing Platforms That Fire Up, Not Fizzle Out

Imagine you are asked to evaluate three missiles and choose the best. One is powerful and world-class, the second is mediocre, and the third is garbage. However, the salespeople fr ….Read More

Money and Value

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

The Misunderstood Necessity: A Deep Dive into Succession Planning

‘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

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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What's Amar Reading