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Latest Posts

Nano Learning

Migrating AUM Is Easy. Migrating Relationships Is Not

Amar Pandit , CFA , CFP

There’s a big difference between migrating assets and migrating trust. Most financial professionals miss this. Especially during transitions like acquisitions, mergers, or succes ….Read More

April 25, 2025 | 3 Minute Read

Featured

Helping Clients Move From What to Why

Amar Pandit , CFA , CFP

Recently, I met a client during one of our integration visits at a firm Happyness Factory had acquired. He’s a professor. Analytical. Deeply intelligent. Someone who lives in num ….Read More

April 22, 2025 | 5 Minute Read

Nano Learning

The Happyness Factory Manifesto

Amar Pandit , CFA , CFP

We are not in the business of money. We are in the business of meaning. We do not exist to sell products. We exist to ask better questions. To listen deeply.

April 18, 2025 | 2 Minute Read

Marketing

Your Best Marketing

Amar Pandit , CFA , CFP

“Wow, I’ve never seen this before. This is what I’ve been looking for.” That’s what Mr. Murthy said in our first meeting. And Mr. Sharma. And Mrs. Iyer. And so many other ….Read More

April 15, 2025 | 5 Minute Read

Nano Learning

This Is Where Magic Is

Amar Pandit , CFA , CFP

James Clear in his newsletter wrote, “A programmer and writer who goes by Loopy, on the difference between preparing to do it and actually doing it: “Things that aren’t doing the ….Read More

April 11, 2025 | 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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What's Amar Reading