Key Graph of your Firm’s Success

Amar Pandit , CFA , CFP

Amar Pandit

A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. 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 is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.

April 10, 2020 | 1 Minute Read

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What Do You Stand For?

Amar Pandit , CFA , CFP

There’s a powerful quote I came across recently— “Those who stand for nothing fall for everything.” It’s a hard hitting one. Because in the wealth profession, this is mor ....
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The Intellectual Poison

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Do you know what intellectual poison is or what this looks like? In our world, it comes in the form of forecasts, research reports, articles, books, seminars, webinars, tweets, vid ....
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The 5 Year Rolling Plan

Amar Pandit , CFA , CFP

Rajesh, a mutual fund distributor, had a plan. “In five years, I will sell my firm,” he said. It sounded clear. It sounded decisive. But five years later, nothing had changed. ....
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Just Start It

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Many of you loved last’s Friday’s Nano “The Root Cause of your Stress”. I personally loved it too as I am doing some deep work in the space of helping each one of you reali ....
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The 2 Ts

Amar Pandit , CFA , CFP

These 2 Ts are the foundational elements of our profession. I am sure you can guess them. They are “TRUST and TRUTH”. We are not in the Money Business; We are in the Tru ....
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Service versus Hospitality

Amar Pandit , CFA , CFP

In his book,"Unreasonable Hospitality" Restaurateur Will Guidara, wrote about a question he asks everyone. “What’s the difference between service and hospitality?

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