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

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Latest Posts

Nano Learning

The only Alarm you need to Set

Amar Pandit , CFA , CFP

Did you know the biggest reason people give why people procrastinate? The biggest and most common reason people give is “I am tired; I will do it later”. What do you do if yo ….Read More

November 27, 2020 | 2 Minute Read

Growth

The Power of Story in your Work

Amar Pandit , CFA , CFP

What comes to your mind when you hear the word “Story”? Chances are you might think of fiction or drama or a movie. Media folks think of it as something to report or write abou ….Read More

November 24, 2020 | 6 Minute Read

Nano Learning

The 3 Best Ways to Learn

Amar Pandit , CFA , CFP

These are the 3 Best Ways to Learn: 1. Write in your own words whatever you have read, seen, or experienced. In short, write in your own words what you have learnt. Write as if yo ….Read More

November 20, 2020 | 2 Minute Read

Growth

The Dose you and your business cannot Live without

Amar Pandit , CFA , CFP

Answer these 2 questions truthfully: 1. Have you ever seen a pessimistic person starting a business? 2. Were you a pessimistic person when you started yours? I am sure each o ….Read More

November 17, 2020 | 6 Minute Read

Nano Learning

Just Start It

Amar Pandit , CFA , CFP

Many of you loved last’s Friday’s Nano “The Root Cause of your Stress”. I personally loved it too as I am doing some deep work in the space of helping each one of you reali ….Read More

November 13, 2020 | 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.

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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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