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

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Latest Posts

Growth

Own Your Mornings!

Amar Pandit , CFA , CFP

I had written a post on 26th January headlined “Energy Management or Time Management”. In case you missed it then, I would certainly encourage you to read it; even if you did r ….Read More

July 27, 2021 | 6 Minute Read

Nano Learning

The Price of Easy

Amar Pandit , CFA , CFP

In the previous Nano, I wrote that Simple is not Easy. In this one, I write about the price of Easy. Most people don’t realize this but there is a price to be paid in doing easy t ….Read More

July 23, 2021 | 2 Minute Read

Growth

The Evolution of Competition

Amar Pandit , CFA , CFP

Competitive Advantage is a powerful term that every business must understand deeply. This simply means the advantage you have over your competitors. However, your competition has ….Read More

July 20, 2021 | 6 Minute Read

Nano Learning

Simple is not Easy…

Amar Pandit , CFA , CFP

Simple is in Fact Hard. Sounds confusing. Let me give an example. “Eat Less and Exercise” are the 4 golden words for being fit and healthy. It is simple but how easy is it ….Read More

July 16, 2021 | 3 Minute Read

Growth

The Serendipity when we take ACTION!

Amar Pandit , CFA , CFP

Webster defines “Serendipity” as “the faculty or phenomenon of finding valuable or agreeable things not sought for.” In short, lovely things happen to us even when we are ….Read More

July 13, 2021 | 5 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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