Succession Planning

Insights to Remember When Selling Your Practice

Amar Pandit , CFA , CFP

Many financial professionals think they are ready to buy a practice. Few actually are. Buying a practice is not like buying a house. It’s not just a transaction. It’s about tak ....Read More

March 4, 2025 | 5 Minute Read

Succession Planning

This Is Not Succession Planning

Amar Pandit , CFA , CFP

Ajay, an MFD from Karnataka, proudly shared, “I think my succession planning is done. My daughter is joining the business.” A statement like this often sounds comforting, even ....Read More

February 11, 2025 | 5 Minute Read

Succession Planning

Equity Is Not a Gift

Amar Pandit , CFA , CFP

Ashok’s story is one I encounter often. He’s a dedicated financial professional who has built his business over decades of hard work and client care. Recently, he brought his y ....Read More

January 21, 2025 | 5 Minute Read

Succession Planning

A Wake-Up Call for Founders

Amar Pandit , CFA , CFP

Succession planning is one of the most critical decisions a founder will ever make. It’s not just about passing the baton; it’s about preserving, enhancing, and realizing the v ....Read More

January 14, 2025 | 5 Minute Read

Succession Planning

The Path to the 10%

Amar Pandit , CFA , CFP

Recently, my colleague Sayok visited Delhi to meet a few partners, where he encountered a deeply unfortunate story. A gentleman (in his early forties) had passed away, and in a mat ....Read More

October 8, 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.

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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