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
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The Secret Sauce
Amar Pandit , CFA , CFP
Every financial professional knows what works.
Show up for clients.
Listen deeply.
Build trust.
Follow a disciplined process.
Stay invested in their lives, not just their portfolio ....
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15 August, 2025 | 3 Minute Read
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Collect or Connect Dots
Amar Pandit , CFA , CFP
Isn’t this visual super powerful?
The creator of the above sketch, David Perell wrote, “Read to collect the dots, write to connect them.”
While writing is an amazing way to ....
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5 April, 2024 | 2 Minute Read
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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 ....
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24 February, 2023 | 2 Minute Read
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