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.
July 30, 2021 | 2 Minute Read
These are a few ways we pay in our business. Everyone has the option to pay with them.
a. Pay Money
b. Pay with Time
c. Pay with Mistakes
d. Pay with slow to no growth (except mark to market appreciation)
e. Pay with losing clients
f. Pay with not acquiring ideal clients
g. Pay with acquiring loads of retail clients who you can’t profitably serve
h. Pay with Stress from an overload of non-ideal clients
i. Pay with doing non-essential things
j-z- There is a long list which we can all fill in, but I know you get the point.
What do you prefer paying with?
I prefer paying with my time, energy, and money. We all call this Investing.
It’s so ironic that we tell investors to invest for their future, yet we do not follow the same when it comes to the future of our business.
Thus, we pay with points (c) to (z).
As always, the choice is yours. What do you want to continue paying with?
Have you ever wondered about why our industry is called ‘financial services’?
I often have.
The next question then is, “What exactly is the service that the industry de ....
Read More
30 September, 2022 | 1 Minute Read
You either change by Design or by Disaster
The choice is yours.
What will it be for you?
Or is there a third option... No Change…
Still the choice is yours.
P.S. The third o ....
Read More
15 January, 2021 | 2 Minute Read
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 ....
Read More
6 June, 2025 | 3 Minute Read
What do you think is the weakest link in your practice or business?
Generally, there are many in every firm, but there is one that most people do not even realize exists.
Can ....
Read More
18 June, 2021 | 2 Minute Read
Most financial professionals spend a lot of time thinking about one question.
“How do I earn my client’s trust?”
It sounds like the right question.
But if you look closely at ....
Read More
13 March, 2026 | 2 Minute Read
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
21 August, 2020 | 3 Minute Read



One of my colleagues will be in touch with you shortly.
Stay ahead of the curve in adopting the best practices and strategies for your business.
You have been added to our mailing list and will update you about our latest blog posts.
0 Comments