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 discovery process is a crucial phase in any real financial professional-client relationship. By the way this is different from just a data gathering or fact-finding meeting...
21 June, 2024 | 2 Minute Read
If there is one skill that all of us need to truly master, it’s this.
Have you guessed it?
Let me give you a hint with a Maimonides quote:
“The risk of a wrong decision i ....
Read More
29 October, 2021 | 2 Minute Read
Do what makes mornings exciting and nights peaceful, FS Blog. If you think about it, isn’t this what every self-help book is trying to say, in 200 pages?
Wake up with energy. Sle ....
Read More
25 July, 2025 | 3 Minute Read
I recently saw a foreign bank’s advertisement. In it, it wrote all the right things about the meaning of wealth. There was a nice emotional connection too.
The good part is tha ....
Read More
28 April, 2023 | 2 Minute Read
James Clear (Author of Atomic Habits) wrote - "Most people optimize for the day ahead. A few optimize for 1-2 years ahead. Almost nobody optimizes for 3-4 years ahead (or longer).
....
Read More
1 April, 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



One of my colleagues will be in touch with you shortly.
Stay ahead of the curve in adopting the best practices and strategies for your business.
You have been added to our mailing list and will update you about our latest blog posts.
0 Comments