Everything you need to know to build the Wealth Management 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

Nano Learning

An Important Lesson

Amar Pandit , CFA , CFP

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

January 21, 2022 | 2 Minute Read

Growth

The A-Ha Moments

Amar Pandit , CFA , CFP

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

January 18, 2022 | 6 Minute Read

Nano Learning

Insanity

Amar Pandit , CFA , CFP

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

January 14, 2022 | 2 Minute Read

Growth

The 7 Habits

Amar Pandit , CFA , CFP

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

January 11, 2022 | 6 Minute Read

Nano Learning

The Tim Grover Lesson

Amar Pandit , CFA , CFP

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

January 7, 2022 | 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.

Read More

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 Less

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.

Read More

What's Amar Reading