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

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What comes to your mind when you hear CFTC? I hope it’s not Commodity Futures Trading Commission. CFTC is an acronym that I have devised as they are foundational to our busines ….Read More

Is the Party Over?

Last week, there was this interesting post on PitchBook titled “Softbank’s Losses Signal the End of the VC Era.” The Author, Andrew Woodman, writes, “On Thursday we learned ….Read More

The Way to Price

Pricing is a complex subject (not to mention the creativity that is often required in it) and one that is rarely understood by most people. Knowing the costs of your services is no ….Read More

The Leadership Test

We all have limited time, attention and energy. But at the same time, we all face two sources of pressure. The first one is the need to perform and the second one is the need to t ….Read More

The 2 Types of Clients

I came across this outstanding tweet that I am sure you will find super insightful. This is simply spot on. A visual that explains the two types of clients extremely well. We a ….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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