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Amar Pandit + Carl Richards =?

Amar Pandit , CFA , CFP

Carl and I are super excited to announce the awesome work that we are doing for all of you. Yes, we have come together to help each, and every IFA build the firm of your dreams.

July 28, 2020 | 3 Minute Read

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How should an IFA measure his Life?

Amar Pandit , CFA , CFP

My favourite author and one of the most amazing thinkers on Innovation and Strategy, Harvard Business School Professor Clayton Christensen passed away on January 23rd, 2020. He was ....Read More

February 4, 2020 | 6 Minute Read

Featured

The Great Budget Tamasha

Amar Pandit , CFA , CFP

Every year on 1st February, everyone is glued to the television like children sit when someone is handing out candies. There is a mad rush by people to sound intelligent, give quot ....Read More

February 1, 2020 | 2 Minute Read

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Why this blog?

Amar Pandit , CFA , CFP

Lately, there are so many resources available to you including newsletters, advisor networks, websites that talk about what other advisors are doing and so on. While some of them a ....Read More

January 1, 2020 | 3 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