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.
What sets the best financial professionals apart?
It’s not their technical knowledge, investment acumen, or even their ability to predict market trends. Those are important, but .... Read More
Steven Pressfield in his book “The War of Art” writes “Most of us have 2 lives. The Life we Live and the Unlived Life within us. Between the two stands resistance.
I cannot .... Read More
As you can see in the Sketch above, there are 4 Types of Technology that an IFA can implement. Most have focused on Technology for Operations, Client Servicing and Practice Managem .... Read More
Steven Pressfield in his book “The War of Art” writes “Most of us have 2 lives. The Life we Live and the Unlived Life within us. Between the two stands resistance.
I cannot .... Read More
Change in a wealth practice rarely looks neat.
It often feels like two steps forward and one step backward.
You hire someone promising, but productivity dips before it rises.
You i .... Read More
The discovery process is a crucial phase in any real financial professional-client relationship. By the way this is different from just a data gathering or fact-finding meeting...
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