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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The Price of Easy

Amar Pandit , CFA , CFP

In the previous Nano, I wrote that Simple is not Easy. In this one, I write about the price of Easy. Most people don't realize this but there is a price to be paid in doing easy t ....Read More

23 July, 2021 | 2 Minute Read

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Customer Service versus Expertise

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There is often a lot of confusion between customer service and expertise. Many in our profession believe that their customer service is what differentiates them from their competit ....Read More

12 November, 2021 | 2 Minute Read

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Pathfinder or Bystander

Amar Pandit , CFA , CFP

I had heard (New York University - Stern School of Business) Professor Amy Webb talking about Pathfinder and Bystander companies. Pathfinder companies are those who understand the ....Read More

12 June, 2020 | 1 Minute Read

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Just Start It

Amar Pandit , CFA , CFP

Many of you loved last’s Friday’s Nano “The Root Cause of your Stress”. I personally loved it too as I am doing some deep work in the space of helping each one of you reali ....Read More

13 November, 2020 | 2 Minute Read

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This is the difference between Transaction and Client Experience.

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Nobody and Anybody

Amar Pandit , CFA , CFP

“Nobody can go back and start a new beginning, but anyone can start today and make a new ending” – Maria Robinson. We always have a choice.

12 May, 2023 | 1 Minute Read