Nano Learning

Incidental Advice and Responsible Distribution

Amar Pandit , CFA , CFP

Incidental advice is at the core of responsible distribution. The SEBI Chief has made it clear—mutual fund distributors are allowed to give incidental advice. But what does this ....Read More

March 13, 2025 | 2 Minute Read

Nano Learning

The Story of Your Practice

Amar Pandit , CFA , CFP

Are you attracting the clients you truly want to work with? Another way to ask this question is - Are you signing up high value clients? The ones who value your expertise and see y ....Read More

March 7, 2025 | 2 Minute Read

Nano Learning

Don’t Sell Your Practice To The Highest Bidder

Amar Pandit , CFA , CFP

Selling your firm is not just a transaction. It is a decision that defines your legacy. It is easy to get caught up in the numbers. The valuation. The multiple.

February 28, 2025 | 2 Minute Read

Nano Learning

Five Questions You Must Answer Before It’s Too Late

Amar Pandit , CFA , CFP

Most mutual fund distributors rarely ask themselves these questions. They focus on managing client portfolios. They think about returns, AUM growth, and new clients. But very few t ....Read More

February 21, 2025 | 3 Minute Read

Nano Learning

The Scariest Thing

Amar Pandit , CFA , CFP

Look at this simple image. A stick figure in the past thinking, "If only I had done the thing..." A stick figure today standing at the crossroads. A future version whispering, "Do ....Read More

February 14, 2025 | 2 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