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

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Nano Learning

The Biggest Misunderstanding

Amar Pandit , CFA , CFP

This is fairly common not only in our industry/profession but in many industries. A person starts his own business in our industry with a lot of enthusiasm. He builds a certain AUM ….Read More

April 16, 2021 | 2 Minute Read

Growth

Overcome this before your next meeting

Amar Pandit , CFA , CFP

I have observed this issue during my countless meetings with distributors and advisors. See if you feel the same because this happens with people who are managing thousands of Cror ….Read More

April 13, 2021 | 3 Minute Read

Nano Learning

Wasting your Capital

Amar Pandit , CFA , CFP

The first thing that might occur to you when you hear the word “Capital” is Money. You might even wonder whether I am referring to investing your money or investing in your bus ….Read More

April 9, 2021 | 2 Minute Read

Growth

Microsoft versus Apple

Amar Pandit , CFA , CFP

Let me clarify something about this post. I am not referring to the legendary rivalry between these 2 giants. I wanted to give a very different example that you might not have hear ….Read More

April 6, 2021 | 7 Minute Read

Nano Learning

The Golden Buddha

Amar Pandit , CFA , CFP

I am not sure if you have heard this story before. It was too powerful to not write about it. Sometime in the 13th century in Thailand, there was a Golden Buddha statue made. Thi ….Read More

April 2, 2021 | 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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