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

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Nano Learning

Driving and Flying

Amar Pandit , CFA , CFP

How many of you know cycling and driving? I believe most (if not all) of us know cycling and driving. In fact, many of you might have amazing cycling and driving skills.  Now imag ….Read More

February 26, 2021 | 2 Minute Read

Leadership

A Critical Thing to Learn from the recent India – Australia Test Series

Amar Pandit , CFA , CFP

What do you need to Win an International Level Team Sport? Think about it. The answer to this question lies in the question itself.  You would have figured out the answer by ….Read More

February 23, 2021 | 6 Minute Read

Nano Learning

Are you behaving like your metabolism?

Amar Pandit , CFA , CFP

You may be thinking “What does he mean by behaving like your metabolism”? I promise I have a finer point that you will find useful. The term metabolism means the chemical ….Read More

February 19, 2021 | 2 Minute Read

Growth

Growth is not what you think it is

Amar Pandit , CFA , CFP

The biggest issue or challenge facing advisors globally is Growth. I do not think there will be 2 different opinions about this fact. This is a priority area even for the best firm ….Read More

February 16, 2021 | 6 Minute Read

Nano Learning

The 3 “C” Formula of an Enduring Firm

Amar Pandit , CFA , CFP

There are many variables attributed to success; however, I believe there are three critical C’s that are foundational if you want to build a business that survives and thrives be ….Read More

February 12, 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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