Marketing

Your Best Marketing

Amar Pandit , CFA , CFP

“Wow, I’ve never seen this before. This is what I’ve been looking for.” That’s what Mr. Murthy said in our first meeting. And Mr. Sharma. And Mrs. Iyer. And so many other ....Read More

April 15, 2025 | 5 Minute Read

Marketing

Name Recall vs. Brand Recall

Amar Pandit , CFA , CFP

When you think of building a brand, what comes to mind? For many financial professionals, it’s about getting your name out there. You want people to remember your firm’s name w ....Read More

September 24, 2024 | 5 Minute Read

Marketing

Who Are You in Your Client’s Lives?

Amar Pandit , CFA , CFP

In our industry/profession, your brand is far more than just your logo, your name, or even the name of your company. These elements are certainly important, but they merely serve a ....Read More

September 10, 2024 | 5 Minute Read

Marketing

The Oldest Barber Shop in the World?

Amar Pandit , CFA , CFP

Do you know the answer to the headline question? There are chances you might not know this...I didn’t until 8 or 9 years ago... On a sunny day in 2015, I called my hairstylist ....Read More

March 5, 2024 | 5 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.

Read More

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.

Show Less

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.

Read More

What's Amar Reading