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.
February 9, 2024 | 2 Minute Read
Several years ago, I read a joke based on human behavior. The wisdom in it is something I have seen at play throughout my life. I bet you would have too. The best part is this is common in our industry/profession.
“I know this works in practice but does this work in theory.”
Reread it again…Meditate on the line…
Many people still act this line in real life.
What do I mean by this?
Even after you show them how a certain thing works in practice (or practical terms), they still are unable to make a decision…There is an invisible question in their heads, “Sure this works in practice, but does this work in theory too?”
Is this a question in your head too?
Do you need something to work in theory even if it works in practice?
The headline itself is very self-explanatory.
Let’s do a quick exercise.
a. Go back to all the notes that you have taken during the last event or conference or presentation t ....
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12 August, 2022 | 2 Minute Read
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 ....
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21 August, 2020 | 3 Minute Read
James Clear, Author - Atomic Habits, wrote these powerful lines: “You do not rise to the level of your goals. You fall to the level of your systems.
Your goal is your desired o ....
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11 March, 2022 | 2 Minute Read
We are often likely to tell our clients, “The best time to invest was 20 years ago. The next best time is today.”
Another popular set of words – Think long-term.
Don’t you ....
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23 August, 2024 | 2 Minute Read
Carl Richards said it well: “Being kind is an investment; being mean is an expense.” These words hold deep meaning, especially for us. In a competitive industry, it’s easy to ....
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1 November, 2024 | 2 Minute Read
One thing that I see now among financial professionals in our industry is Anxiety. There are several reasons for this and for many of us this is probably the most challenging phase ....
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23 October, 2020 | 2 Minute Read



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