Growth

The Interesting Case of Prakash and Sunil

Amar Pandit , CFA , CFP

A few years ago, I met two friends—Prakash and Sunil. Both were seasoned Mutual Fund Distributors. Both had built good businesses. Both had earned the trust of clients over de ....Read More

June 10, 2025 | 5 Minute Read

Growth

The Mansion Without a Plan

Amar Pandit , CFA , CFP

There’s a famous mansion that was built without an architect. It started as a small farmhouse. Over the years, different sections were added. A room here. A staircase there. Anot ....Read More

March 11, 2025 | 5 Minute Read

Growth

The Keys That Unlock Everything

Amar Pandit , CFA , CFP

Questions are keys. They unlock doors. They unlock clarity, action, and results. This isn’t just a poetic idea. It’s the very foundation of progress—in life, in business, and ....Read More

January 28, 2025 | 6 Minute Read

Growth

What Is Your Sales Capacity?

Amar Pandit , CFA , CFP

Have you ever wondered what your sales capacity is? It’s a question that many founders of wealth firms never pause to consider. You might be focused on growing your book of busin ....Read More

December 31, 2024 | 5 Minute Read

Growth

A Partner’s Gratitude

Amar Pandit , CFA , CFP

The other day, we received an email that filled our hearts with joy. It was from a partner we had worked closely with over the past few months. We had helped him land a prestigious ....Read More

October 22, 2024 | 5 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