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

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Latest Posts

Growth

This is 1 Clear Choice you must make for your Successful Future

Amar Pandit , CFA , CFP

My session last Saturday at NetworkFP’s Conference was on the New Trends and The Future of Financial Planning. While I spoke about the different trends, my first key point was on ….Read More

August 4, 2020 | 6 Minute Read

Nano Learning

2 Hours Quality Conversation > 13 years of Transactional Relationship

Amar Pandit , CFA , CFP

How many of you believe this to be true? Well I can Guarantee that it is. An IFA from Bengaluru got an experience of his lifetime when he acquired a new client (virtually) with a ….Read More

July 31, 2020 | 2 Minute Read

Featured

Amar Pandit + Carl Richards =?

Amar Pandit , CFA , CFP

Carl and I are super excited to announce the awesome work that we are doing for all of you. Yes, we have come together to help each, and every IFA build the firm of your dreams.

July 28, 2020 | 3 Minute Read

Nano Learning

The New Special

Amar Pandit , CFA , CFP

We all would have come across messages, posts, and webinars about The New Normal. Last week, I came across the trailer of the movie “Shakuntala Devi” and there was a very inter ….Read More

July 24, 2020 | 1 Minute Read

Leadership

The Successful IFA

Amar Pandit , CFA , CFP

Are Successful people only those who have High Networth? I am not using Highest otherwise Mukesh Ambani will be the only successful person in the country. By the way, I totally di ….Read More

July 21, 2020 | 5 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