Featured
The Museum of Financial Care
Amar Pandit , CFA , CFP
“How was it Ranjanji?”, I asked Ranjan Jain, a seasonal lawyer and financial professional (MFD) from Delhi.
“Amar, I have to tell you something.”
Ranjanji paused for a minute.
He ha ….
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April 28, 2026 | 6 Minute Read
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Nano Learning
The Little Boy from Texas
Amar Pandit , CFA , CFP
A teacher in Texas asked her class a question.
“If there are 10 sheep and one sheep runs away, how many are left?”
A little boy raised his hand confidently.
“Zero,” he said.
The teac ….
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April 24, 2026 | 2 Minute Read
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Valuation
The Pricing Conversation
Amar Pandit , CFA , CFP
My colleague Sayok met him on a warm afternoon. A seasoned MFD. Decades in the business. A respectable book. Loyal clients.
April 21, 2026 | 6 Minute Read
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Technology
What’s Your AI Strategy?
Amar Pandit , CFA , CFP
How many times have you heard this recently? “AI powered.” “AI driven.” “AI enabled.” Every presentation. Every product. Every pitch.
April 17, 2026 | 2 Minute Read
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Valuation
Are You Building Something That Outlives You?
Amar Pandit , CFA , CFP
Most MFDs I meet do not think of what they have built as a business.
They think of it as an annuity.
A steady stream of trail income.
A monthly commission flow.
A comfortable engine that kee ….
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April 14, 2026 | 9 Minute Read
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