How Close Are You (Really) to Your Clients?

As a financial professional, it’s easy to get lost in the numbers. In the performance reports, the spreadsheets, the market updates. But true success in this field isn’t just a ....Read More

When Clients Try to Prescribe the Medicine

In the work you do, one of the most challenging dynamics is when clients attempt to dictate investment decisions. It’s an experience that most financial professionals are familia ....Read More

The Celebrity Client

Recently, one of our partners shared an inspiring story with me. It speaks to the essence of what we stand for at HF. Here’s what she wrote: "Hi Amar, Trust this email finds you ....Read More

Do You Even Know My Value?

Hello there, esteemed real financial professional. Do you even know what my value to you is? I am your business, your practice, your firm. I have been taking care of you for so l ....Read More

Beyond Data and Numbers: Mastering Discovery Meetings

Sunil, a long-time reader of this blog, wrote, “Amar, I know what a data gathering meeting is but what is this discovery meeting you wrote about last week. I got some sense, but ....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