Succession Planning

Are You Mithunda?

Amar Pandit , CFA , CFP

I was speaking with a gentleman about Succession Planning, but it was apparent he was confusing this with sale planning or selling the business. The word Succession Planning is oft ....Read More

February 7, 2023 | 5 Minute Read

Nano Learning

The Difference

Amar Pandit , CFA , CFP

There is a common question that I have heard many times – I do exactly what you do, or I say exactly what you say. But my results are different. Why is that? Is it because they r ....Read More

February 3, 2023 | 2 Minute Read

Growth

The SRR Success Formula

Amar Pandit , CFA , CFP

Are you wondering whether I wrote SRR by mistake instead of writing RRR (the movie and its success formula) in the headline? While there is no guaranteed success formula for any mo ....Read More

January 31, 2023 | 5 Minute Read

Nano Learning

It’s Priority

Amar Pandit , CFA , CFP

In his book “Essentialism – The Disciplined Pursuit of Less”, Greg McKeown wrote, “The word priority came into the English language in the 1400s. It was singular. Priorit ....Read More

January 27, 2023 | 2 Minute Read

Featured

Straddling your Strategy

Amar Pandit , CFA , CFP

that connects well to the headline (but this connection may not be immediately apparent to you) - “Strategy is about making choices, trade-offs. It’s about deliberately choosin ....Read More

January 24, 2023 | 6 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