Succession Planning

Building Value in your Firm – Part 2

Amar Pandit , CFA , CFP

There is a ton of value in my June 1st post on “Building Value in your Firm.” Do read it if you missed it earlier but even otherwise, I would encourage you to read it again. Bu ....Read More

June 22, 2021 | 6 Minute Read

Succession Planning

The Most Common Myth of Succession Planning

Amar Pandit , CFA , CFP

What do you think is the most common Succession Planning Myth? I come across this all the time. Hint: It has got to do with the Timing of Succession Planning. I am sure you would h ....Read More

June 8, 2021 | 6 Minute Read

Succession Planning

Building Value in your Firm

Amar Pandit , CFA , CFP

I ended my previous post on “Succession Planning and M&A Simplified” with the following paragraph: “Most people are looking at some AMC valuation metrics and coming to conclu ....Read More

June 1, 2021 | 8 Minute Read

Succession Planning

Succession Planning and M & A Simplified – Part 1

Amar Pandit , CFA , CFP

Many folks in our profession often confuse between Succession Planning and Mergers & Acquisitions (M&A). This has given rise to the myth that the only way to do Succession Planning ....Read More

May 25, 2021 | 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