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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Shane Parrish said it best: “When we lack real problems, we create imaginary ones; when we lack meaningful work, we perfect the unimportant.” In our profession, it’s easy to ....
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The Real Value We add

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Let me ask you a simple question. What is the real value that you add in your client’s life? Are you - ∙ Helping with Clarifying Goals and figuring out what is reall ....
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To DO List and To BE List

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We live in a world of To-Do’s. We all have a To-Do List and it is the biggest and the only list that we all have. However the first list to have is your To BE List.

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There are many variables attributed to success; however, I believe there are three critical C’s that are foundational if you want to build a business that survives and thrives be ....
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Chief Change Officer

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When I ask IFA’s to state their problem, the first thing most people say is GROWTH. I tell them “Growth is not your Problem; Growth is the Result of your Problem.” Let us sa ....
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The Skill of Every Century

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