What’s Your AI Strategy?

How many times have you heard this recently? “AI powered.” “AI driven.” “AI enabled.” Every presentation. Every product. Every pitch.

The Five Stages of AI Adoption

There is a lot of noise about AI right now. Some people treat it like a magic wand. Some treat it like a disease. Some think it is just another software subscription.

A Strategic Driver of Your Growth

Most Mutual Fund Distributors have spent decades building trust. Trust through conversations. Trust through guidance. Trust through staying calm when markets panic. Trust through protecting ....
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The Platform Choice Question

I recently watched a video released by a platform where an MFD spoke about why he chose to associate with them. His reasons were simple. They were located in his city. They were fast. They h ....
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The Real Platform

Many MFD and wealth platforms are rising across India today. They are well funded. They are sharp in communication. They use words like scale, growth, technology, enablement, efficiency, and ....
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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