The Succession Mirage

There is a story I want to share with you. A story that repeats itself more often than we admit. A story that looks like succession from the outside, but in reality, is only a change of hand ....
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Luxury versus Responsibility

The plumber’s house leaks and the carpenter’s house creaks. We smile when we hear this line, but it hides a truth that every financial professional needs to confront. We spend our lives ....
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“I’m Still Thinking”

I recently met Deepa, a thoughtful and well-regarded Mutual Fund Distributor. She has served her clients for over two decades. Built her practice with care. Grown through referrals. And yet, ....
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Are You Gambling Your Life’s Work?

Most financial professionals believe they have time—time to plan succession, time to figure out who will take over, and time to prepare for the unexpected. It’s one of the most common as ....
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Insights to Remember When Selling Your Practice

Many financial professionals think they are ready to buy a practice. Few actually are. Buying a practice is not like buying a house. It’s not just a transaction. It’s about taking over r ....
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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