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

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Leadership

Understand Your Biggest Asset: Your Practice’s True Value

Amar Pandit , CFA , CFP

As a financial professional, you spend your days guiding clients to understand their financial futures. You explain the value of their investments, the importance of diversification, and the ….
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July 1, 2025 | 5 Minute Read

Nano Learning

Busy ≠ Effective

Amar Pandit , CFA , CFP

A financial professional recently told me, “I’ve never been this busy.” Calls. Reports. Product updates. Market commentary. Chasing transactions. Fixing a KYC error.

June 27, 2025 | 3 Minute Read

Growth

Nothing Will Change

Amar Pandit , CFA , CFP

Many financial professionals enter a merger or sell their practice believing one thing. That nothing will change. That they will continue doing what they always did. That their clients will ….
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June 24, 2025 | 6 Minute Read

Nano Learning

Build the Business Your Clients Deserve

Amar Pandit , CFA , CFP

Your clients have trusted you for years. They’ve followed your advice. They’ve grown their wealth. And they believe in you. But here’s a question most advisors never ask: Am I building ….
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June 20, 2025 | 1 Minute Read

Leadership

What Should Be the Core Competency of a Wealth Professional?

Amar Pandit , CFA , CFP

Let’s start with a simple truth. Asset managers are in the business of manufacturing products. That’s what they do. That’s what they’re supposed to do. Create investment products. In ….
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June 17, 2025 | 7 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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What's Amar Reading