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.
Every financial professional knows what works.
Show up for clients.
Listen deeply.
Build trust.
Follow a disciplined process.
Stay invested in their lives, not just their portfolio .... Read More
I came across this insightful image the other day. It’s so good that I had to share it and write a few thoughts about it.
This thought not only applies to us in our profession, .... Read More
There is often a lot of confusion between customer service and expertise. Many in our profession believe that their customer service is what differentiates them from their competit .... Read More
Atul, a Mutual Fund Distributor from Delhi, asked me,
"Recently, I was with a client who has a portfolio of ₹25 Crore. In the meeting, I was focused on how to close him. I want .... Read More
I watched Special Ops 1.5 a couple of weeks back. It was a well shot thriller with some amazing dialogues. One in particular stood out and I had to share it. In fact, I have writte .... Read More
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