Succession Planning

Building Income versus Building a Business

Amar Pandit , CFA , CFP

Did the headline mean anything to you? Do you see any difference between the two or are they one and the same? While you are thinking about it, here is a situation for you.

May 2, 2023 | 5 Minute Read

Succession Planning

Key Points to Understand While Buying or Selling a Firm

Amar Pandit , CFA , CFP

Last week, the Wealth Head of a Financial Services company (Rakesh – name changed), reached out to me to seek my inputs on an acquisition they were considering. The promoter of t ....Read More

February 14, 2023 | 7 Minute Read

Succession Planning

Are You Mithunda?

Amar Pandit , CFA , CFP

I was speaking with a gentleman about Succession Planning, but it was apparent he was confusing this with sale planning or selling the business. The word Succession Planning is oft ....Read More

February 7, 2023 | 5 Minute Read

Succession Planning

Don’t underestimate the Power of a…

Amar Pandit , CFA , CFP

I left the headline incomplete as I wanted you to complete it. You know the answer. Are you still thinking? Hint: Remember Shahrukh Khan’s dialogue in the Movie Chennai Ex ....Read More

January 17, 2023 | 5 Minute Read

Succession Planning

Succession Planning is Not About This

Amar Pandit , CFA , CFP

Last week I met up with Rahul Nerurkar, a wise mutual fund distributor from Mumbai. We discussed everything under the sun as it related to his business and our industry. Rahul had ....Read More

November 8, 2022 | 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