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

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Latest Posts

Nano Learning

Towards or Away

Amar Pandit , CFA , CFP

There are things we do that take us towards our goals whether it’s the firm we want to build or the life we want to live. We make progress when we do them. Some examples from y ….Read More

September 23, 2022 | 2 Minute Read

Growth

Are you TAMPing it?

Amar Pandit , CFA , CFP

What do you make of this headline? Sounds nice but a little cryptic right. Well, my intention was to make you curious about the word TAMP. Does anything ring a bell yet? Instead of ….Read More

September 20, 2022 | 4 Minute Read

Nano Learning

The Dare

Amar Pandit , CFA , CFP

Seneca, the Stoic Philosopher said these golden words – It is not because things are difficult that we do not dare. It is because we do not dare that they are difficult.

September 16, 2022 | 0 Minute Read

Growth

The Next Smallest Action

Amar Pandit , CFA , CFP

I had thought of writing an interesting post (this week) with the headline “Are you TAMPing it?” As I started writing this, I felt that I had left a few thoughts incomplete in ….Read More

September 13, 2022 | 5 Minute Read

Nano Learning

The 5 Be’s

Amar Pandit , CFA , CFP

I launched this blog in January 2020 with a few posts (Today there are close to 300). One of them was To DO List and To BE List. In case you don’t recollect it, I would encourage ….Read More

September 8, 2022 | 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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