Who is the Future Advisor?
Amar Pandit , CFA , CFP 
Amar Pandit
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.
March 20, 2020 | 1 Minute Read
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The Different ways we Pay
Amar Pandit , CFA , CFP
These are a few ways we pay in our business. Everyone has the option to pay with them.
Pay Money
Pay with Time
Pay with Mistakes
Pay with slow to no growth (except mark to mark ....
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30 July, 2021 | 2 Minute Read
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Niche your way
Amar Pandit , CFA , CFP
The biggest fear that advisors have when it comes to niches is this – “What if I say I specialize working with surgeons and a valuable prospect who is a non-surgeon might look ....
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20 August, 2021 | 2 Minute Read
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Someone Who Believes in You
Amar Pandit , CFA , CFP
Look at this simple but powerful image.
On one side: discouraged.
On the other side: hopeful.
Between the two? Someone who believes in you.
For so many MFDs and advisors, this is t ....
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1 August, 2025 | 3 Minute Read
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