Nano Learning

The Specialist

Amar Pandit , CFA , CFP

In our industry/profession, trying to be everything to everyone is a common trap. We think that by casting a wide net, we’ll capture more clients. But the reality is far differen ....Read More

September 13, 2024 | 2 Minute Read

Nano Learning

A Shocking Insight

Amar Pandit , CFA , CFP

Last week, I met up with an executive from the mutual fund industry. He shared an interesting statistic with me. He said, “80% of the assets are lost within the first 6-12 months ....Read More

September 6, 2024 | 2 Minute Read

Nano Learning

The Hypocrisy Trap

Amar Pandit , CFA , CFP

I recently met Ram, a mutual fund distributor who was frustrated with his client’s behavior. “My client wants to get investment guidance from his uncle,” he complained. “He ....Read More

August 30, 2024 | 2 Minute Read

Nano Learning

Practice What You Preach

Amar Pandit , CFA , CFP

We are often likely to tell our clients, “The best time to invest was 20 years ago. The next best time is today.” Another popular set of words – Think long-term. Don’t you ....Read More

August 23, 2024 | 2 Minute Read

Nano Learning

Commit to Winning, Commit to Your Clients

Amar Pandit , CFA , CFP

I recently saw a billboard with a Nike Ad that read “If you don’t want to win...you have already lost. Just Do It...” As real financial professionals, our mission isn't j ....Read More

August 16, 2024 | 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