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.
August 5, 2022 | 2 Minute Read
This is a short post but nonetheless insightful. I almost edited everything I had written. Hope you like it.
Let’s begin with a question, “What do you use for directions when you drive or walk to a particular destination?”
If you are like many, you will use Google Maps because it gives you the best (optimized) route to your destination.
A world class map is very handy when you have to go from one place to another.
The journey of building a world class wealth management firm too requires a specific map. A step-by-step breakdown of what you need to do (and what to avoid) every day to reach your destination.
Without a map, the journey is complex. It is expensive and frustrating. It can even take a giant down.
The question is “Do you have one?”
It’s time to have one.
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 ....
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15 August, 2025 | 3 Minute Read
Selling a business is not just a financial transaction. It is the passing of a legacy.
Years of hard work, relationships, and trust are at stake. But many founders make one fatal m ....
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21 March, 2025 | 2 Minute Read
I asked this question to some distributors and advisors - “What do you think are the main differences between the Top Professionals (in our profession/industry) and the Rest?”
....
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26 November, 2021 | 2 Minute Read
Did the headline come across as odd or out of place?
Odd as it may be, there is an important lesson in it for all of us.
In his book “True Professionalism – The Courage to Care ....
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30 June, 2023 | 2 Minute Read
Shane Parrish in his email newsletter FS wrote something very insightful.
“A huge obstacle to success is a fear of appearing foolish.
When we learn to walk, we fall over and ....
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26 August, 2022 | 2 Minute Read
When people used to ask me the most difficult part of writing a book, the answer usually was not the one they had expected. “Sit down and start writing” was my response. Even S ....
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6 November, 2020 | 2 Minute Read
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