Nano Learning
The Ultimate Reason
Amar Pandit , CFA , CFP
Let me ask you a simple question. Why do you really set goals in your business? To grow AUM. To increase revenue. To acquire more clients. To build scale. All valid. But incomplete.
May 1, 2026 | 2 Minute Read
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Featured
The Museum of Financial Care
Amar Pandit , CFA , CFP
“How was it Ranjanji?”, I asked Ranjan Jain, a seasonal lawyer and financial professional (MFD) from Delhi.
“Amar, I have to tell you something.”
Ranjanji paused for a minute.
He ha ….
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April 28, 2026 | 6 Minute Read
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Nano Learning
The Little Boy from Texas
Amar Pandit , CFA , CFP
A teacher in Texas asked her class a question.
“If there are 10 sheep and one sheep runs away, how many are left?”
A little boy raised his hand confidently.
“Zero,” he said.
The teac ….
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April 24, 2026 | 2 Minute Read
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Valuation
The Pricing Conversation
Amar Pandit , CFA , CFP
My colleague Sayok met him on a warm afternoon. A seasoned MFD. Decades in the business. A respectable book. Loyal clients.
April 21, 2026 | 6 Minute Read
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Technology
What’s Your AI Strategy?
Amar Pandit , CFA , CFP
How many times have you heard this recently? “AI powered.” “AI driven.” “AI enabled.” Every presentation. Every product. Every pitch.
April 17, 2026 | 2 Minute Read
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