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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Promise and Expectations

Amar Pandit , CFA , CFP

As we know, Trust and Truth are the 2 pillars of our industry and profession. All the work we do is based on the foundation of trust and truth. Maintaining a lifetime of trust with ....
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18 March, 2022 | 2 Minute Read

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Expert in the Sale versus Traditional Salesperson

Amar Pandit , CFA , CFP

In the world of sales, there is a distinct difference between an expert in the sale and a traditional salesperson. Understanding this difference is crucial for building lasting cli ....
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31 May, 2024 | 2 Minute Read

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Don't Sell Your Practice To The Highest Bidder

Amar Pandit , CFA , CFP

Selling your firm is not just a transaction. It is a decision that defines your legacy. It is easy to get caught up in the numbers. The valuation. The multiple.

28 February, 2025 | 2 Minute Read

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STOP This Habit

Amar Pandit , CFA , CFP

I came across this insightful image the other day. It’s so good that I had to share it and write a few thoughts about it. This thought not only applies to us in our profession, ....
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5 July, 2024 | 2 Minute Read

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Which Door do you Prefer?

Amar Pandit , CFA , CFP

Steven Pressfield in his marvellous book “Do the Work” says “A perplexed person stands before 2 doors. One Door says “Heaven”. The other says “Books about Heaven”. Wh ....
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2 October, 2020 | 2 Minute Read

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The Financial Care Industry

Amar Pandit , CFA , CFP

Have you ever wondered about why our industry is called ‘financial services’? I often have. The next question then is, “What exactly is the service that the industry de ....
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30 September, 2022 | 1 Minute Read