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.
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 ....
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21 August, 2020 | 3 Minute Read
We are often likely to tell our clients, “The best time to invest was 20 years ago. The next best time is today.”
Another popular set of words – Think long-term.
Don’t you ....
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23 August, 2024 | 2 Minute Read
James Clear (Author of Atomic Habits) wrote this wonderful idea.
“Mastery requires both impatience and patience.
The impatience to have a bias towards action, to not waste ti ....
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3 December, 2021 | 2 Minute Read
What do you think takes the longest to finish (for most people) in our industry/profession?
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J.R.R. Tolkien observed, “It is the job that is never started that takes t ....
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10 November, 2023 | 2 Minute Read
Most distributors and advisors obsess over the technical side of money – the products to choose, the benchmarks to beat, costs, returns, designations, better excel sheets and so ....
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19 June, 2020 | 1 Minute Read
“I need time to think” is a centuries old excuse people use, when they cannot decide. Have you come across a prospect who tells you “I need time to think”? Do you think the ....
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30 October, 2020 | 2 Minute Read
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