Leadership

The Successful IFA

Amar Pandit , CFA , CFP

Are Successful people only those who have High Networth? I am not using Highest otherwise Mukesh Ambani will be the only successful person in the country. By the way, I totally di ....Read More

July 21, 2020 | 5 Minute Read

Leadership

The World needs Real Financial Planners like you NOW…

Amar Pandit , CFA , CFP

While most of the industry indulges in product sales blatantly, some of the real financial planners hesitate to even market their services well. They somehow have been made to beli ....Read More

July 7, 2020 | 6 Minute Read

Leadership

The Three Types of Firms: Which one are you?

Amar Pandit , CFA , CFP

My colleague Sowmya had met a distributor Advait Mehta 6 months back to discuss our Client Experience and Advisor Platform. Advait has been in this business for 15 years and has bu ....Read More

April 14, 2020 | 4 Minute Read

Leadership

Are you a Peacetime CEO or Wartime CEO?

Amar Pandit , CFA , CFP

My colleague has been speaking to a lot of distributors and advisors the past few weeks. The common thread in most of these conversations was a general sense of negativity and fear ....Read More

April 7, 2020 | 5 Minute Read

Leadership

6 Questions to Ask Yourself

Amar Pandit , CFA , CFP

The start of a new financial year is a brilliant time to reflect not only on the previous year’s performance but also on some fundamental things. I ask myself some questions ever ....Read More

April 3, 2020 | 6 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