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?
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
A financial professional recently told me, “I’ve never been this busy.” Calls. Reports. Product updates. Market commentary. Chasing transactions. Fixing a KYC error.
27 June, 2025 | 3 Minute Read
Here is a question for you.
What’s Your Brand?
Does the question seem correct?
Or should I reword it as “Who is your Brand?”
Sam Palmisano, the former CEO of IBM, no ....
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19 May, 2023 | 1 Minute Read
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 ....
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26 June, 2020 | 1 Minute Read
There are 3 broad layers of clients in our profession according to Dennis Moseley Williams.
The first layer comprises people who want something special and will invest more time ....
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6 August, 2021 | 3 Minute Read
Look at this simple image.
A stick figure in the past thinking, "If only I had done the thing..."
A stick figure today standing at the crossroads.
A future version whispering, "Do ....
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14 February, 2025 | 2 Minute Read



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