Featured

The Investor Sitting Across The Table? (Part 2)

Amar Pandit , CFA , CFP

In Part 1, we explored the three investor personas laid out by behavioral finance expert Meir Statman: Utilitarian, Expressive, and Emotional. As a Mutual Fund Distributor (MFD) or financial ....
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August 12, 2025 | 8 Minute Read

Featured

The Investor Sitting Across the Table? (Part 1)

Amar Pandit , CFA , CFP

You’ve likely met hundreds of investors. But how many of them have you truly understood? Because if you don’t know who you’re really talking to, how can you expect to build trust, guid ....
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August 5, 2025 | 7 Minute Read

Featured

You Were Always Enough

Amar Pandit , CFA , CFP

There’s a silent weight many financial professionals carry. It doesn’t show on resumes. It doesn’t appear in AUM reports or commission statements. But it’s there, quietly sitting on ....
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July 29, 2025 | 6 Minute Read

Featured

Your Clients Are Someone Else’s Prospects

Amar Pandit , CFA , CFP

Not long ago, I sat across a table from a seasoned Mutual Fund Distributor. Let’s call her Meena. She’s thoughtful, respected, and has done this work for over twenty years. She’s helpe ....
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July 22, 2025 | 7 Minute Read

Featured

It’s Only Scrambled Eggs

Amar Pandit , CFA , CFP

A few days ago, I sat in a beautiful restaurant called Sushisamba in Edinburgh. I didn’t expect to find anything extraordinary, just a simple meal to keep me going for the day ahead. But t ....
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July 15, 2025 | 7 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