A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. 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 is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.
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...
Take a Pen and Pad. I am waiting. Now sit down and write down the following questions.
1. What are the Top 3 reasons you wake up every morning? Yes, you can call this your goals. .... Read More
Ryan Holiday in his book “The Obstacle is the Way” wrote, “On the battlefield or in the boardroom, across oceans and many centuries, members of every group, gender, class, ca .... Read More
As you can see in the Sketch above, there are 4 Types of Technology that an IFA can implement. Most have focused on Technology for Operations, Client Servicing and Practice Managem .... Read More
Carl Jung once said, “Until you make the unconscious conscious, it will direct your life and you will call it fate.” These words are powerful, especially for all of us.
There is a super powerful poet Kahlil Gibran’s quote – Work is Love Made Visible.
Read, Reflect and Meditate on this one...It’s simply brilliant...
These five powerful words .... Read More
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