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

This Number will determine your success

Amar Pandit , CFA , CFP

While the previous Nano “The BH Formula” focused on the formula for success, this Nano will simply give a Number for Success. What do you think this number is? Can you take a ….Read More

July 1, 2022 | 2 Minute Read

Growth

Bust your E-Myth

Amar Pandit , CFA , CFP

There is a wonderful quote by computer scientist Alan Kay (on the value of looking at old things in a new way) – “A change in perspective is worth 80 IQ points.” Well, I don ….Read More

June 28, 2022 | 5 Minute Read

Nano Learning

The BH Formula

Amar Pandit , CFA , CFP

Let me give you this powerful formula that leads to Success. Behaviour + Habits = Success At the same time, I can rewrite this as: Behaviour + Habits = Lack of Success Bot ….Read More

June 24, 2022 | 2 Minute Read

Growth

The Grand Inversion

Amar Pandit , CFA , CFP

Though I knew this concept intuitively (as the design of the HF ecosystem has been based on this one), I found a fancy name for it when Mike Sha, Founder – SigFig (a US WeathTech F ….Read More

June 21, 2022 | 5 Minute Read

Nano Learning

On Ground-breaking Work

Amar Pandit , CFA , CFP

Author James Clear cites an example of Electrical Engineer Seymour Cray in the context of doing ground-breaking work. Seymour has been credited with inventing the supercomputing in ….Read More

June 17, 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