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Latest Posts

Nano Learning

The Real Value

Amar Pandit , CFA , CFP

We have always looked at technology from a productivity or efficiency perspective. “I can do this cheaper. I can save more time. I can do this faster.” But no matter h ….Read More

June 9, 2023 | 2 Minute Read

Featured

The Value of Your Business

Amar Pandit , CFA , CFP

I got some encouraging responses (from many of you) for last week’s post, “The CGCSE Board.” I ended this post with a question… By the way, do you even know the value of yo ….Read More

June 6, 2023 | 5 Minute Read

Nano Learning

The King in You

Amar Pandit , CFA , CFP

In his book “The Leadership Handbook”, Author John C Maxwell wrote an interesting anecdote. “One day, Frederick the Great of Prussia was walking on the outskirts of Berlin wh ….Read More

June 2, 2023 | 2 Minute Read

Growth

The CGCSE Board

Amar Pandit , CFA , CFP

Does CGCSE remind you of something? There is a clue included in the headline itself. Chances are you came up with the right answer (Sahi Jawaab) – IGCSE Board of Education.

May 30, 2023 | 6 Minute Read

Nano Learning

The Forgotten Rule

Amar Pandit , CFA , CFP

David Viscott in his book “Risking”, wrote, “If you cannot risk, you cannot grow. If you cannot grow, you cannot become your best. If you cannot become your best, you cannot ….Read More

May 26, 2023 | 1 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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