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Everything you need to know to build the Wealth Firm of the Future​

Simple yet powerful ideas that you can implement yourself

Latest Posts

Featured

Letter to Mahesh Ramaswamy

Amar Pandit , CFA , CFP

My Dear Mahesh, It feels almost impossible to write these words. To speak of you in the past tense, when every part of me wants to believe I’ll see your familiar smile walking through that ….
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July 8, 2025 | 4 Minute Read

Nano Learning

If You Stand for Something, Act Like It

Amar Pandit , CFA , CFP

In a previous post, I asked: What do you stand for? But here’s the next question—Do your actions reflect it? Because many founders and advisors say they believe in long-term investing ….
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July 4, 2025 | 2 Minute Read

Leadership

Understand Your Biggest Asset: Your Practice’s True Value

Amar Pandit , CFA , CFP

As a financial professional, you spend your days guiding clients to understand their financial futures. You explain the value of their investments, the importance of diversification, and the ….
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July 1, 2025 | 5 Minute Read

Nano Learning

Busy ≠ Effective

Amar Pandit , CFA , CFP

A financial professional recently told me, “I’ve never been this busy.” Calls. Reports. Product updates. Market commentary. Chasing transactions. Fixing a KYC error.

June 27, 2025 | 3 Minute Read

Growth

Nothing Will Change

Amar Pandit , CFA , CFP

Many financial professionals enter a merger or sell their practice believing one thing. That nothing will change. That they will continue doing what they always did. That their clients will ….
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June 24, 2025 | 6 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
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 does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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