Return on Life (ROL) versus Return on Investment

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.

March 13, 2020 | Minute Read

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The Financial Care Industry

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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 ....Read More

30 September, 2022 | 1 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

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Driving and Flying

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How many of you know cycling and driving? I believe most (if not all) of us know cycling and driving. In fact, many of you might have amazing cycling and driving skills. Now imag ....Read More

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The Difference between Top Professionals and the Rest

Amar Pandit , CFA , CFP

I asked this question to some distributors and advisors - “What do you think are the main differences between the Top Professionals (in our profession/industry) and the Rest?” ....Read More

26 November, 2021 | 2 Minute Read

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The 5 Be’s

Amar Pandit , CFA , CFP

I launched this blog in January 2020 with a few posts (Today there are close to 300). One of them was To DO List and To BE List. In case you don’t recollect it, I would encourage ....Read More

8 September, 2022 | Minute Read

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The Real Value We add

Amar Pandit , CFA , CFP

Let me ask you a simple question. What is the real value that you add in your client’s life? Are you - ∙ Helping with Clarifying Goals and figuring out what is reall ....Read More

24 December, 2021 | 2 Minute Read