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.
November 5, 2021 | 2 Minute Read
Imagine a surgeon telling you this.
I have done 25000 surgeries.
Or
I have saved 25000 lives.
Which one is more powerful?
The first line is about the surgeon’s activity and about the surgeon. The second line is about the lives he/she saved. It’s about them.
Similarly in our profession/industry, these are the 2 statements
a. I manage Rs.1000 Crores.
Or
b. I make a difference in the lives of 500 families with my counsel/guidance or I manage the financial lives of 500 families.
Assets Under Management AUM
Or
Lives Under Management (LUM)/Families Under Management(FUM)/Goals Under Management (GUM) or Dreams Under Management (DUM).
Which of these is powerful?
In our industry/profession, trying to be everything to everyone is a common trap. We think that by casting a wide net, we’ll capture more clients. But the reality is far differen ....
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13 September, 2024 | 2 Minute Read
The ancient Chinese philosopher wrote “To attain knowledge, add things every day. To attain wisdom, remove things every day.”
What about you?
Are you simply adding or are y ....
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16 December, 2022 | 1 Minute Read
In the book “Getting There: A Book of Mentors” by Gillian Zoe Segal, there is an interesting lesson Sara Blakely, Founder of Spanx, recalls – “When my brother and I were gr ....
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12 April, 2024 | 3 Minute Read
How many of you believe this to be true?
Well I can Guarantee that it is.
An IFA from Bengaluru got an experience of his lifetime when he acquired a new client (virtually) with a ....
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31 July, 2020 | 2 Minute Read
Every financial professional / MFD I meet is searching for the same thing, even if they do not say it out loud.
Certainty.
Certainty that markets will behave.
Certainty that client ....
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5 December, 2025 | 3 Minute Read
Webster defines feedback as “the transmission of evaluative or corrective information about an action, event, or process to the original or controlling source.” There are a cou ....
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6 October, 2023 | 2 Minute Read



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