Marketing

The Stunts of New Age Competition

Amar Pandit , CFA , CFP

Last Tuesday, I wrote about a post explaining the concept of “TechFin and FinTech”. This week, I am sharing a few specific examples about the “Win at All Costs FinTech Compet ....Read More

April 12, 2022 | 6 Minute Read

Marketing

This is the way to create Impact through Marketing

Amar Pandit , CFA , CFP

Seth Godin in his book “This is Marketing” writes “Marketing is the generous act of helping someone solve a problem. Their problem. It is a chance to change the culture for t ....Read More

January 12, 2021 | 6 Minute Read

Marketing

The Next Step

Amar Pandit , CFA , CFP

I received a fantastic response to my last Friday’s Nano “This is Key for you to Thrive in the Next 3,10 and 30 years”. There were 2 common responses given by many of you and ....Read More

September 22, 2020 | 6 Minute Read

Marketing

This is your Best Marketing Strategy

Amar Pandit , CFA , CFP

Last week, I wrote about the Power of Compounding and how it is the most important wonder that every investor should see in her financial life. Sadly, it is one thing to understand ....Read More

September 8, 2020 | 5 Minute Read

Marketing

The 2 Biggest Issues with your Key Marketing Tactic

Amar Pandit , CFA , CFP

Ask any wealth management/financial planning firm globally about their most important source of growth and you are likely to get only 1 answer – Referrals. Yes, I know there are ....Read More

July 14, 2020 | 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 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