Key Graph of your Firm’s Success

Amar Pandit , CFA , CFP

Amar Pandit

A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. 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 is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.

April 10, 2020 | 1 Minute Read

Similar Post

Nano Learning

The Biggest Client

Amar Pandit , CFA , CFP

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

22 March, 2024 | 3 Minute Read

Nano Learning

Risk versus Regret Minimization

Amar Pandit , CFA , CFP

Many times, we are unable to make a decision because we are not sure of the outcomes. We rely too heavily on the outcomes. We miss the point that we can never be sure of anything r ....Read More

24 February, 2023 | 2 Minute Read

Nano Learning

Impatience and Patience

Amar Pandit , CFA , CFP

James Clear (Author of Atomic Habits) wrote this wonderful idea. “Mastery requires both impatience and patience. The impatience to have a bias towards action, to not waste ti ....Read More

3 December, 2021 | 2 Minute Read

Nano Learning

The Weakest Link Continued

Amar Pandit , CFA , CFP

Thanks so much for all your lovely responses. There were different responses such as -Process or Method of reaching prospects effectively -Negativity in media about distributor ....Read More

25 June, 2021 | 3 Minute Read

Nano Learning

The Core Experience

Amar Pandit , CFA , CFP

I recently heard someone say in the context of the restaurant industry, “Client service on its own doesn’t drive organic growth if the food or the core experience is not good.� ....Read More

12 July, 2024 | 2 Minute Read

Nano Learning

Great Financial Hospitality Requires This?

Amar Pandit , CFA , CFP

In the world of financial services, the concept of hospitality goes beyond service. It’s about creating an experience where clients feel valued, understood, and genuinely cared f ....Read More

11 October, 2024 | 2 Minute Read