Featured

The Value of Your Business

Amar Pandit , CFA , CFP

I got some encouraging responses (from many of you) for last week’s post, “The CGCSE Board.” I ended this post with a question… By the way, do you even know the value of yo ....Read More

June 6, 2023 | 5 Minute Read

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What’s Your Outsight?

Amar Pandit , CFA , CFP

Are you wondering if I got the word “Outsight” right…because all this time we have been taught/told to think about insights? If this question crossed your mind, let me assu ....Read More

April 18, 2023 | 7 Minute Read

Featured

CIQ and Chemical Components

Amar Pandit , CFA , CFP

Here is a simple question for you. What is the most important thing in the First Meeting with a prospective client? Hint: It starts with C Another Hint: It’s also important in ....Read More

April 4, 2023 | 5 Minute Read

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Right Over Lucrative

Amar Pandit , CFA , CFP

Imagine this scene – You visit a world class surgeon, Dr. R Bhattacharya (name changed). Instead of telling him what your problem is or allowing him to ask you questions and begi ....Read More

March 28, 2023 | 5 Minute Read

Featured

The Three Words

Amar Pandit , CFA , CFP

Are you wondering – what does he mean by the headline – what three words is he referring to? I bet you are. So, let me address this thought with another question. While the que ....Read More

March 7, 2023 | 7 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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What's Amar Reading