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.
December 23, 2022 | 2 Minute Read
What do you think is the answer to the headline?
Take a few minutes to think about this.
Hint: AUM and Revenue – the wrong answers.
The sketch below gives the answer.
An intentional one on the things that matter.
Do you have an intentional calendar or a full calendar?
As you can see in the Sketch above, there are 4 Types of Technology that an IFA can implement. Most have focused on Technology for Operations, Client Servicing and Practice Managem ....Read More
What do you think is the weakest link in your practice or business?
Generally, there are many in every firm, but there is one that most people do not even realize exists.
Can ....Read More
I recently saw a billboard with a Nike Ad that read “If you don’t want to win...you have already lost.
Just Do It...”
As real financial professionals, our mission isn't j ....Read More
I am sure most of us would have gone to the gym at some point of time in our lives. What do you do when you exercise?
Do you lift the lightest weight or the heaviest weight?
....Read More
It is so ironic that despite talking about investments, most founders in this industry/profession do not have an investment mindset themselves. One of the influencers in the indust ....Read More
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
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