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

Simple yet powerful ideas that you can implement yourself

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An Important Lesson

I watched Special Ops 1.5 a couple of weeks back. It was a well shot thriller with some amazing dialogues. One in particular stood out and I had to share it. In fact, I have writte ….Read More

The A-Ha Moments

A recent HBR article “Sensemaking for Sales” had some wonderful insights. I reproduce some lines here. Read them carefully. In a Gartner survey of 1100 B2B customers, nearly ….Read More


Two years back in a bootcamp, Ajay told me “I want to do Rs. 50 Crore of new AUM in the next 12 months.” 24 months later he had done Rs.10 Crore of new Business. Another profess ….Read More

The 7 Habits

Author John Maxwell (an authority on leadership) wrote “People don’t determine their future. They determine their habits, which determine their future.” In short, if you wan ….Read More

The Tim Grover Lesson

Tim Grover in his book “Relentless” shares some powerful insights and wisdom. Tim Grover was the trainer to Kobe Bryant, Michael Jordan, and many elite basketball players. Tim ….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