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

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The Magic of the Discovery Meeting

The discovery process is a crucial phase in any real financial professional-client relationship. By the way this is different from just a data gathering or fact-finding meeting…

Succession Planning Is More Than Just a Family Appointment

“When my son goes to meet clients, he gets a small amount to invest. Many times he gets a SIP (Systematic Investment Plan) of Rs. 5,000 per month or so. When I go, clients give m ….Read More

From Desk to Beach: Mastering the Art of Being Present

Isn’t this a brilliant visual? While you can interpret this in several ways, there is an amazing insight hidden for all of us. Hint: Be Happy for this moment. This moment is ….Read More

Understanding Sale, Succession, and Continuity Planning

Uday, a mutual fund distributor and a long-time reader wrote – “Can you please write a post explaining sale planning, succession planning and continuity planning? I don’t think I h ….Read More

Are You Prioritizing What’s Truly Important?

Author Larry Winget wrote, “It’s not that we don’t have time. It’s that we don’t have time for the things that are really important. There is always enough time to do wha ….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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