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Latest Posts
Nano Learning
A Reflection of Character and Vision

Amar Pandit , CFA , CFP
When you’re negotiating a collaboration, remember—you’re not just cutting a deal. You’re building a relationship. Randy Komisar and Jantoon Reigersman’s lines in Straight ….Read More
February 7, 2025 | 2 Minute Read
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Featured
Alpha Creation Kiya Kya?

Amar Pandit , CFA , CFP
Which client has ever asked you, “What is your alpha?” No one has ever asked me that. Not once. And yet, alpha is one of the most important concepts in our industry. It’s the ess ….Read More
February 4, 2025 | 5 Minute Read
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Nano Learning
A Powerful Lesson

Amar Pandit , CFA , CFP
Morgan Housel wrote about an insightful exchange regarding Costco founder Jim Sinegal. When podcaster David Senra asked Charlie Munger why Sinegal rarely gave speeches or interview ….Read More
January 31, 2025 | 2 Minute Read
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Growth
The Keys That Unlock Everything

Amar Pandit , CFA , CFP
Questions are keys. They unlock doors. They unlock clarity, action, and results. This isn’t just a poetic idea. It’s the very foundation of progress—in life, in business, and ….Read More
January 28, 2025 | 6 Minute Read
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Nano Learning
Common Succession Planning Mistakes

Amar Pandit , CFA , CFP
Choosing a successor is one of the most important decisions you’ll ever make. But it’s not just about picking someone who knows the business. It’s about finding someone with ….Read More
January 24, 2025 | 2 Minute Read
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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.
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 LessAmar'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 MoreWhat's Amar Reading
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Trillion Dollar Coach : The Leadership Handbook Of Silicon Valley's Book Campaign.
Book By : Eric Schmidt, Jonathan Rosenberg and Alan Eagle
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Do Good : Embracing Brand Citizenship to Fuel Both Purpose and Profit
Book By : Anne Bahr Thompson