Key Graph of your Firm’s Success

Amar Pandit , CFA , CFP

Amar Pandit

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.

April 10, 2020 | 1 Minute Read

Similar Post

Nano Learning

The Two Types of Business Model Risks

Amar Pandit , CFA , CFP

There is a wonderful book “The Risk Driven Business Model” written by my Wharton Professor Serguei Netessine and INSEAD Professor Karan Girotra. The book is about how the key c ....
Read More

11 November, 2022 | 2 Minute Read

Nano Learning

Collect or Connect Dots

Amar Pandit , CFA , CFP

Isn’t this visual super powerful? The creator of the above sketch, David Perell wrote, “Read to collect the dots, write to connect them.” While writing is an amazing way to ....
Read More

5 April, 2024 | 2 Minute Read

Nano Learning

Don't Sell Your Practice To The Highest Bidder

Amar Pandit , CFA , CFP

Selling your firm is not just a transaction. It is a decision that defines your legacy. It is easy to get caught up in the numbers. The valuation. The multiple.

28 February, 2025 | 2 Minute Read

Nano Learning

Demo Mindset versus Experience Mindset

Amar Pandit , CFA , CFP

I often hear this line “Give me a Demo” when it comes to a Software Product. This has almost become a standard and everyone has accepted this as a way of doing things. However, ....
Read More

19 March, 2021 | 3 Minute Read

Nano Learning

The 4 Important Areas

Amar Pandit , CFA , CFP

I had written a post “The Magic of the Discovery Meeting” sometime back. Many of you loved it. There are four important areas of the discovery meeting that you need to understa ....
Read More

2 August, 2024 | 2 Minute Read

Nano Learning

Don't Wait to Feel Motivated to Act

Amar Pandit , CFA , CFP

I recently spoke with a founder of a wealth firm who had lost ₹60 crore in AUM in just six months. Yet, remarkably, he told me he was still "waiting" to decide what to do about i ....
Read More

16 May, 2025 | 3 Minute Read