Beyond Data and Numbers: Mastering Discovery Meetings

Sunil, a long-time reader of this blog, wrote, “Amar, I know what a data gathering meeting is but what is this discovery meeting you wrote about last week. I got some sense, but ....Read More

Why One Size Does Not Fit All in Personal Finance

Imagine walking into a store to buy clothes, but instead of picking garments that fit your size, style, and comfort, you choose to buy what your friend wears. It sounds absurd, doe ....Read More

Rising Above Impostor Syndrome

For a long time, I've wrestled with the idea of discussing Impostor Syndrome. There's always been that whisper of doubt: will it resonate, or will it fall on indifferent ears? Yet, ....Read More

What You Can Learn from This Branding Genius

Many of you loved the “The Illusion of Branding” post, so I thought of doing an interesting extension of that post. In her book “What Great Brands Do”, Author Denise Lee Yo ....Read More

The Founders Dilemma: Navigating Time Traps

Last week, I hosted an Ask Me Anything session called “Ask Amar”. While I answered many questions on growth, marketing, strategy, first meetings, succession, valuation and so o ....Read More

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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What's Amar Reading