Nano Learning

The Missing Assets That Create a Truly Scalable Practice

Amar Pandit , CFA , CFP

Every time I speak with top MFDs, a common pattern emerges; they measure success by AUM , the funds they deploy, and the commission numbers they post. But there is an unseen side of their bu ....
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October 31, 2025 | 3 Minute Read

Nano Learning

Your Craft Deserves More Than This

Amar Pandit , CFA , CFP

Jerry Seinfeld once said, “Do not pursue other people's recognition as an end in itself. What you pursue is the quality of the work you are doing, not the result of people liking it or hat ....
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October 24, 2025 | 3 Minute Read

Nano Learning

The Fool, The Coward, or The Courageous

Amar Pandit , CFA , CFP

Courage is not the absence of fear. It is the ability to act in the presence of fear. Think about it. If you feel no fear, you are a fool. If you let fear rule you, you are a coward.

October 17, 2025 | 2 Minute Read

Nano Learning

The Missing Investments On a Balance Sheet

Amar Pandit , CFA , CFP

Many financial professionals look at only one kind of investment: money. They ask, “What will this collaboration cost?” “How much will I have to pay?” They see the rupees going out b ....
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October 10, 2025 | 3 Minute Read

Nano Learning

AI Will Never Pass This Test

Amar Pandit , CFA , CFP

Artificial Intelligence is everywhere. From chatbots that promise efficiency to tools that write content, track data, and even predict client behavior. It sounds magical. Until you start usi ....
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October 3, 2025 | 3 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 6 bestselling books, 8 Sketch Books and 2000 + 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