Technology
The Real Platform
Amar Pandit , CFA , CFP
Many MFD and wealth platforms are rising across India today.
They are well funded.
They are sharp in communication.
They use words like scale, growth, technology, enablement, efficiency, and ….
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February 17, 2026 | 8 Minute Read
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Nano Learning
The Forest Level Question
Amar Pandit , CFA , CFP
Cost. My brand. My logo. My margins. My independence. My way of doing things. All valid concerns. All understandable. And all dangerously incomplete.
February 13, 2026 | 3 Minute Read
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Technology
Get This Right
Amar Pandit , CFA , CFP
Let me start with a simple story.
A few months ago, I was sitting with a senior MFD. Smart, hardworking, well intentioned. He had built a decent book over the years. As we spoke about his pr ….
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February 10, 2026 | 8 Minute Read
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Nano Learning
The Quiet War
Amar Pandit , CFA , CFP
Competition does not announce itself politely. It does not send you a letter saying it has entered your city. It arrives quietly, through glossy offices, persuasive relationship managers, di ….
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February 6, 2026 | 2 Minute Read
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Valuation
The Number That Really Determines Your Future
Amar Pandit , CFA , CFP
Most MFDs track their revenue. It is the scorecard they check every month. It tells them whether they are growing or slowing. It tells them whether the market has helped them or hurt them. I ….
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February 3, 2026 | 7 Minute Read
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