People Fire Advisors, Not Friends

I love a powerful line that Nick Murray shared “People fire their financial advisors all the time. People rarely fire their friends.” This truth stings but offers profound wisd ....Read More

Any Client versus Best Clients

Many of us make the mistake of trying to bring every client on board. We think more clients automatically mean more success. But this couldn’t be further from the truth. Your goa ....Read More

Master the Bow, Not the Spotlight

I received a lot of love for my post, “Are you Chasing Excellence or the Spotlight?” If you haven’t read it yet, I would strongly encourage you to do so. It dives deep into a ....Read More

Building a Legacy: What You Should Focus On

Being the CEO of a wealth firm is no small feat. It’s not just a title; it comes with tremendous responsibility. The role of the CEO is not merely to oversee the day-to-day opera ....Read More

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