Key Graph of your Firm’s Success

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 10, 2020 | 1 Minute Read

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Which CEO Are YOU?

Amar Pandit , CFA , CFP

Many financial professionals proudly wear the CEO title. They call themselves the Chief Executive Officer of their firm. But in reality, they are the Chief Everything Officer.

20 December, 2024 | 2 Minute Read

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The Core Experience

Amar Pandit , CFA , CFP

I recently heard someone say in the context of the restaurant industry, “Client service on its own doesn’t drive organic growth if the food or the core experience is not good.� ....
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12 July, 2024 | 2 Minute Read

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CFTC

Amar Pandit , CFA , CFP

What comes to your mind when you hear CFTC? I hope it’s not Commodity Futures Trading Commission. CFTC is an acronym that I have devised as they are foundational to our busines ....
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27 May, 2022 | 2 Minute Read

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The 4 Important Areas

Amar Pandit , CFA , CFP

I had written a post “The Magic of the Discovery Meeting” sometime back. Many of you loved it. There are four important areas of the discovery meeting that you need to understa ....
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2 August, 2024 | 2 Minute Read

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Premium Offering = Premium Clients: An Insightful Approach for You

Amar Pandit , CFA , CFP

Do you have a premium offering for your premium clients? If not, it's time to consider why and how you can develop one. In today's competitive financial landscape, having a premium ....
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9 August, 2024 | 3 Minute Read

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What are you Paid For?

Amar Pandit , CFA , CFP

Let me give you a hint with a James Whistler quote. “An artist is not paid for his labor but for his vision.” You are an artist too. At least the best ones are. Personal Fina ....
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17 March, 2023 | 2 Minute Read