Everything you need to know to build the Wealth Firm of the Future
Simple yet powerful ideas that you can implement yourself
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Latest Posts
Valuation
Taking Chips Off The Table
Amar Pandit , CFA , CFP
I want to continue but I want to take some chips off the table. I want to focus only on the clients I truly enjoy working with and not manage or do anything else, said a mutual fund distribu ….
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May 26, 2026 | 6 Minute Read
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Nano Learning
The Question That Will Define Your Future
Amar Pandit , CFA , CFP
Let me ask you a simple question. What are you really building? A business or a practice that depends entirely on you. Reflect on this one because this question will define your future.
May 22, 2026 | 1 Minute Read
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Succession Planning
Real Wealth
Amar Pandit , CFA , CFP
Rahul is living Hari’s life. Not his own. This is not just a story; It is a mirror. Hari is a mutual fund distributor in his sixties.
May 19, 2026 | 6 Minute Read
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Nano Learning
The Focus Question
Amar Pandit , CFA , CFP
I have believed in this idea for decades, and I recently came across it beautifully captured in a quote by Tom Brady.
“Winners focus on winning; losers focus on winners.”
Reflect on th ….
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May 15, 2026 | 2 Minute Read
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Technology
AI and You
Amar Pandit , CFA , CFP
“When I grow up, I want to be a prompt engineer for the AI that does my dream job.” The little girl said it so casually. Almost playfully. But the father paused.
May 12, 2026 | 7 Minute Read
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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.
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 6 bestselling books, 8 Sketch Books and 2000 + 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.
Show LessAmar'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.
Read MoreWhat's Amar Reading
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Trillion Dollar Coach : The Leadership Handbook Of Silicon Valley's Book Campaign.
Book By : Eric Schmidt, Jonathan Rosenberg and Alan Eagle
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Do Good : Embracing Brand Citizenship to Fuel Both Purpose and Profit
Book By : Anne Bahr Thompson