Which CEO Are YOU?

Many financial professionals proudly wear the CEO title. They call themselves the Chief Executive Officer of their firm. But in reality, they are the Chief Everything Officer.

The Biggest Enemy of Your Future Success

Who do you think is the biggest enemy of your future success? A competitor? A lack of resources? The market? No. It’s your current success. Success is comforting. It feels good.

The Mind Is the Athlete

I was writing a post on this important idea, but then realized it’s so powerful that I just need to share it as is. Let this sink in. Reflect deeply on it. Bill Beswick, in his b ....Read More

Any Client versus Best Clients

Many of us make the mistake of trying to bring every client on board. We think more clients automatically mean more success. But this couldn’t be further from the truth. Your goa ....Read More

Master the Bow, Not the Spotlight

I received a lot of love for my post, “Are you Chasing Excellence or the Spotlight?” If you haven’t read it yet, I would strongly encourage you to do so. It dives deep into a ....Read More

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