Nano Learning

The Archer and The Prize

Amar Pandit , CFA , CFP

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 ....Read More

May 9, 2025 | 3 Minute Read

Featured

The True Test of a First Meeting

Amar Pandit , CFA , CFP

Ashish, a mutual fund distributor from Kolkata, shared an experience with me recently. "I met a doctor who had the CNBC app open on one hand while talking to me," he said. "The doc ....Read More

May 6, 2025 | 7 Minute Read

Nano Learning

What Clients Really Want

Amar Pandit , CFA , CFP

Ask any client what they truly value in a financial professional. It’s not whether you beat the market by a percentage point. It’s not whether you switched from one fund to ano ....Read More

May 2, 2025 | 2 Minute Read

Leadership

Accidental HNI Clients

Amar Pandit , CFA , CFP

“I lost a significant HNI client to a big firm,” said Vishal, a financial professional in his early forties. Another mutual fund distributor quickly joined in: "I lost a few H ....Read More

April 29, 2025 | 6 Minute Read

Nano Learning

Migrating AUM Is Easy. Migrating Relationships Is Not

Amar Pandit , CFA , CFP

There’s a big difference between migrating assets and migrating trust. Most financial professionals miss this. Especially during transitions like acquisitions, mergers, or succes ....Read More

April 25, 2025 | 3 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
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 does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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What's Amar Reading