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

Simple yet powerful ideas that you can implement yourself

Subscribe and never miss an insightful post!

Thanks for subscribing!

You have been added to our mailing list and will update you about our latest blog posts.

Latest Posts

Nano Learning

A Shocking Insight

Amar Pandit , CFA , CFP

Last week, I met up with an executive from the mutual fund industry. He shared an interesting statistic with me. He said, “80% of the assets are lost within the first 6-12 months ….Read More

September 6, 2024 | 2 Minute Read

Succession Planning

The Risks of Choosing a Successor Driven by Valuation

Amar Pandit , CFA , CFP

This post is the third in my recent series on succession planning. In the first post, I shared Sunil’s story and the challenges of transitioning a financial practice (you can rea ….Read More

September 3, 2024 | 5 Minute Read

Nano Learning

The Hypocrisy Trap

Amar Pandit , CFA , CFP

I recently met Ram, a mutual fund distributor who was frustrated with his client’s behavior. “My client wants to get investment guidance from his uncle,” he complained. “He ….Read More

August 30, 2024 | 2 Minute Read

Succession Planning

Navigating the Future: Personalized Solutions for MFDs

Amar Pandit , CFA , CFP

In response to the last two week’s posts, I got a simple yet interesting question from a reader Mr. Shetty. He asked, “I am a big fan of your posts Sir. You write so well. Than ….Read More

August 27, 2024 | 5 Minute Read

Nano Learning

Practice What You Preach

Amar Pandit , CFA , CFP

We are often likely to tell our clients, “The best time to invest was 20 years ago. The next best time is today.” Another popular set of words – Think long-term. Don’t you ….Read More

August 23, 2024 | 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.

Read More

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.

Show Less

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.

Read More

What's Amar Reading