Growth

Learn Cost Based and Value Based Pricing from Mike

Amar Pandit , CFA , CFP

Pricing is one of the least understood subjects. We all think we know it. After all, aren’t we in the financial services field? The reality is that very few get it. In our indu ....Read More

May 11, 2021 | 6 Minute Read

Growth

The Abs that never showed up

Amar Pandit , CFA , CFP

Viraj Shetty has always been fascinated by bodybuilding. In fact, he loved it so much that he read almost every book on it. He saw every possible technique and video on it. Yet, no ....Read More

May 4, 2021 | 7 Minute Read

Growth

Let us WOOP it NOW.

Amar Pandit , CFA , CFP

I had written a post about WOOP on October 27th, 2020. In case you have not read it or cannot recollect it, I would strongly urge you to read it now. WOOP is simply one of the most ....Read More

April 27, 2021 | 6 Minute Read

Growth

Dog Walker, Sanitizer Lady, and the Sweeper

Amar Pandit , CFA , CFP

You might be wondering about this very odd headline and might even feel I have lost it after writing continuously for the last 14 months. I assure you I have not lost it yet but th ....Read More

April 20, 2021 | 7 Minute Read

Growth

Overcome this before your next meeting

Amar Pandit , CFA , CFP

I have observed this issue during my countless meetings with distributors and advisors. See if you feel the same because this happens with people who are managing thousands of Cror ....Read More

April 13, 2021 | 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