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.
January 12, 2024 | 2 Minute Read
While I can write an entire longish essay on this subject, the objective of this Nano is to get you to think about a few expensive things in your business.
I asked some questions to some senior distributors in the industry. They found the questions very helpful as they had never calculated these costs. They have never looked at investments in their firm through the lens of these costs. I am reproducing three of these questions below. I know you will find them useful too.
1. What is the cost of not meeting the right prospects?
2. What is the cost of not closing the right prospect in the first meeting?
3. What is the cost of not getting 100% wallet share from your customers?
Do you have an answer to these questions?
I would love to know your answers to these questions.
Atul, a Mutual Fund Distributor from Delhi, asked me,
"Recently, I was with a client who has a portfolio of ₹25 Crore. In the meeting, I was focused on how to close him. I want ....
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9 May, 2025 | 3 Minute Read
What do you think takes the longest to finish (for most people) in our industry/profession?
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J.R.R. Tolkien observed, “It is the job that is never started that takes t ....
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10 November, 2023 | 2 Minute Read
What’s weighing you down?
It’s not iron. It’s not gold.
It’s the unmade decisions in your life.
As a financial professional, you know how important decisions are for your c ....
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3 January, 2025 | 2 Minute Read
The headline itself is very self-explanatory.
Let’s do a quick exercise.
a. Go back to all the notes that you have taken during the last event or conference or presentation t ....
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12 August, 2022 | 2 Minute Read
AI is supposed to free up our time. That is the promise. Automation will reduce manual work. Reports will generate themselves.
20 March, 2026 | 2 Minute Read
I recently saw a foreign bank’s advertisement. In it, it wrote all the right things about the meaning of wealth. There was a nice emotional connection too.
The good part is tha ....
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28 April, 2023 | 2 Minute Read



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