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.
Most people whether in our industry/profession or in others don’t act as quickly as they should. According to Author and Leadership Expert John Maxwell, these people find themsel .... Read More
A financial professional recently told me, “I’ve never been this busy.”
Calls. Reports. Product updates. Market commentary. Chasing transactions. Fixing a KYC error.
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, .... Read More
The discovery process is a crucial phase in any real financial professional-client relationship. By the way this is different from just a data gathering or fact-finding meeting...
In his book “The Leadership Handbook”, Author John C Maxwell wrote an interesting anecdote. “One day, Frederick the Great of Prussia was walking on the outskirts of Berlin wh .... Read More
All of us will be surrounded with 3 types of people.
1. People who we can learn from:
I cannot state how important these people are for your personal and professional growth. The .... Read More
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