Charts versus Hearts

Amar Pandit , CFA , CFP

Amar Pandit

A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. 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 is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.

April 7, 2023 | 1 Minute Read

There is a mad obsession that many of us have about numbers, data, and the technical aspects of our craft. We keep going back to charts for everything. However, the edge lies in winning the hearts of people.

Because we are in the Personal Business. We are not dealing with numbers or net-worth of people or AUMs. We are dealing with real people with needs, wants, dreams, desires, fear, greed, biases, and blind spots.

And these people respond best with their hearts.

6 Apr