Nano Learning

What You Do Is Pricing Your Business

Amar Pandit , CFA , CFP

Most MFDs think about growth in terms of activity. More clients. More SIPs. More AUM. More revenue this year than last. All of that matters, but it misses a far more important question, one ....
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February 20, 2026 | 3 Minute Read

Nano Learning

The Forest Level Question

Amar Pandit , CFA , CFP

Cost. My brand. My logo. My margins. My independence. My way of doing things. All valid concerns. All understandable. And all dangerously incomplete.

February 13, 2026 | 3 Minute Read

Nano Learning

The Quiet War

Amar Pandit , CFA , CFP

Competition does not announce itself politely. It does not send you a letter saying it has entered your city. It arrives quietly, through glossy offices, persuasive relationship managers, di ....
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February 6, 2026 | 2 Minute Read

Nano Learning

Goals Don’t Build Wealth Practices. Habits Do.

Amar Pandit , CFA , CFP

New goals don’t deliver new results. New habits do. Better habits do. Most advisors and MFDs set goals every year. Higher AUM. Better clients. More referrals. Improved work life balance. S ....
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January 30, 2026 | 3 Minute Read

Nano Learning

The Awkward Middle of Building a Wealth Practice

Amar Pandit , CFA , CFP

Change in a wealth practice rarely looks neat. It often feels like two steps forward and one step backward. You hire someone promising, but productivity dips before it rises. You invest in p ....
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January 23, 2026 | 2 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