Everything you need to know to build the Wealth Management Firm of the Future

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Latest Posts

Nano Learning

These are the only 2 ways you can change

Amar Pandit , CFA , CFP

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

January 15, 2021 | 2 Minute Read

Marketing

This is the way to create Impact through Marketing

Amar Pandit , CFA , CFP

Seth Godin in his book “This is Marketing” writes “Marketing is the generous act of helping someone solve a problem. Their problem. It is a chance to change the culture for t ….Read More

January 12, 2021 | 6 Minute Read

Nano Learning

Let us learn this from a world class Brain Surgeon

Amar Pandit , CFA , CFP

Have you ever come across a Brain surgeon justifying his fee? For that matter, any surgeon. If you have, then find a Real One. The Best do not justify their fees verbally. They bel ….Read More

January 8, 2021 | 2 Minute Read

Growth

What type of Financial Professional are you?

Amar Pandit , CFA , CFP

It is 2021 yet it somehow feels like 2020 has not ended. The COVID-19 pandemic has changed the world, our lives, and the way we do business. There is a lot of discussion about the ….Read More

January 5, 2021 | 6 Minute Read

Nano Learning

The 2 Most Important Days of your Life

Amar Pandit , CFA , CFP

I am sure most of you can guess the first one. The Day you were Born. The Second is the Day you figure out WHY you were Born? Have you found your Second Day yet? I found my s ….Read More

January 1, 2021 | 2 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
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 does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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