Featured

Not Just Another Relationship Manager

Amar Pandit , CFA , CFP

Jo had a meeting yesterday with a senior corporate executive. Let’s call him Arup. Smart, successful, articulate. One of those clients who walks in with a certain air of confiden ....Read More

May 13, 2025 | 7 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

Featured

Helping Clients Move From What to Why

Amar Pandit , CFA , CFP

Recently, I met a client during one of our integration visits at a firm Happyness Factory had acquired. He’s a professor. Analytical. Deeply intelligent. Someone who lives in num ....Read More

April 22, 2025 | 5 Minute Read

Featured

The Meaningful Work You Do – Part 2

Amar Pandit , CFA , CFP

If Part 1 was a reminder of the why, then this is an invitation to go deeper into the how. Let’s get one thing clear. You are not in the business of SIPs. You are not in the busi ....Read More

April 8, 2025 | 5 Minute Read

Featured

The Meaningful Work You Do

Amar Pandit , CFA , CFP

Meaningful work is simple. It is any work that makes the world a better place. It either reduces suffering or improves someone’s life. That’s it. A doctor heals. A teacher educ ....Read More

March 25, 2025 | 5 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