Featured

The Question You Have Never Been Asked Before

Amar Pandit , CFA , CFP

Last Saturday, I met Ketan, a seasoned MFD from Maharashtra, at our quarterly partner meet. He had just returned from a 40-day vacation in the United States. As we sat after lunch, he began ....
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June 16, 2026 | 7 Minute Read

Featured

Every Client is Quietly Asking This

Amar Pandit , CFA , CFP

“Before we get into all of this… can I ask you something?” Meera looked at him carefully. Rajiv had just opened his laptop. Slides were ready. Charts were lined up. Performance numbers ....
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May 5, 2026 | 7 Minute Read

Featured

The Museum of Financial Care

Amar Pandit , CFA , CFP

“How was it Ranjanji?”, I asked Ranjan Jain, a seasonal lawyer and financial professional (MFD) from Delhi. “Amar, I have to tell you something.” Ranjanji paused for a minute. He ha ....
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April 28, 2026 | 6 Minute Read

Featured

Your 2026 Plan Must Begin With This

Amar Pandit , CFA , CFP

Imagine this. You are sitting with a client. You notice a substantial asset on his personal balance sheet. You ask about it and he says, almost casually, “I do not know the value of that. ....
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January 6, 2026 | 8 Minute Read

Featured

Excellence Lives Here

Amar Pandit , CFA , CFP

There is one line I hear often from financial professionals and MFDs, and it sounds noble on the surface. It is said with pride. It is repeated with conviction. “I want to help everyone. ....
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November 18, 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 6 bestselling books, 8 Sketch Books and 2000 + 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