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

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How to Plan a Successful Succession in Your Firm

Succession planning in the context of a business, particularly a mutual fund distribution firm, involves much more than simply handing over the reins to a family member or an exist ….Read More

Dare to Succeed

Stephanie Harrison, Founder of The New Happy shared a powerful visual along with some insightful thoughts. “Old Happy: I am not strong enough to face my fear. New Happy: I’ve fac ….Read More

What Every Financial Professional Needs to Know Before Selling

Selling your firm is a complex process fraught with potential pitfalls. Here are some of the most common mistakes financial professionals make when selling their business, and how ….Read More

From Polar Bears to Professionals

Author Shane Parrish wrote some very insightful lines on success and environment. “Success is often a product of the environment. While a polar bear might thrive in the arctic, ….Read More

Why One Size Does Not Fit All in Personal Finance

Imagine walking into a store to buy clothes, but instead of picking garments that fit your size, style, and comfort, you choose to buy what your friend wears. It sounds absurd, doe ….Read More

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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