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.
In the world of financial services, the concept of hospitality goes beyond service. It’s about creating an experience where clients feel valued, understood, and genuinely cared f .... Read More
There’s a big difference between migrating assets and migrating trust.
Most financial professionals miss this. Especially during transitions like acquisitions, mergers, or succes .... Read More
In his book, ‘Blend Out’, Robert Sofia wrote, “There is a battle going on in resource-rich states like Texas over the mineral rights on private property. Basically, if you do .... Read More
The biggest fear that advisors have when it comes to niches is this – “What if I say I specialize working with surgeons and a valuable prospect who is a non-surgeon might look .... Read More
Author Larry Winget wrote, “It’s not that we don’t have time. It’s that we don’t have time for the things that are really important. There is always enough time to do wha .... Read More
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