Valuation
Taking Chips Off The Table
Amar Pandit , CFA , CFP
I want to continue but I want to take some chips off the table. I want to focus only on the clients I truly enjoy working with and not manage or do anything else, said a mutual fund distribu ….
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May 26, 2026 | 6 Minute Read
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Nano Learning
The Question That Will Define Your Future
Amar Pandit , CFA , CFP
Let me ask you a simple question. What are you really building? A business or a practice that depends entirely on you. Reflect on this one because this question will define your future.
May 22, 2026 | 1 Minute Read
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Succession Planning
Real Wealth
Amar Pandit , CFA , CFP
Rahul is living Hari’s life. Not his own. This is not just a story; It is a mirror. Hari is a mutual fund distributor in his sixties.
May 19, 2026 | 6 Minute Read
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Nano Learning
The Focus Question
Amar Pandit , CFA , CFP
I have believed in this idea for decades, and I recently came across it beautifully captured in a quote by Tom Brady.
“Winners focus on winning; losers focus on winners.”
Reflect on th ….
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May 15, 2026 | 2 Minute Read
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Technology
AI and You
Amar Pandit , CFA , CFP
“When I grow up, I want to be a prompt engineer for the AI that does my dream job.” The little girl said it so casually. Almost playfully. But the father paused.
May 12, 2026 | 7 Minute Read
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