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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The Core Experience

I recently heard someone say in the context of the restaurant industry, “Client service on its own doesn’t drive organic growth if the food or the core experience is not good. ….Read More

The Secret to Explosive Growth

“I don’t want to collaborate,” said Ram, a financial professional in India managing Rs. 200 Crore (approximately $25 million) in assets. This sentiment, though common, is a s ….Read More

STOP This Habit

I came across this insightful image the other day. It’s so good that I had to share it and write a few thoughts about it. This thought not only applies to us in our profession, ….Read More

From Forests to Firms: Mycorrhizae as a Blueprint for Sustainable Growth

In their book, CEO Excellence – The Six Mindsets That Distinguish the Best Leaders from the Rest- Authors Carolyn Dewar, Scott Keller, and Vikram Malhotra wrote, “Walk through ….Read More

The Illiterate of the 21st Century

What do you think is the answer to the headline? Any guesses… The Late Alvin Toffler (Futurist and Writer) wrote the perfect answer

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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