Who is the Future Advisor?

Amar Pandit , CFA , CFP

Amar Pandit

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.

March 20, 2020 | 1 Minute Read

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The Future Belongs to…

Amar Pandit , CFA , CFP

Estée Lauder once said, “It’s easier to get to the top than to stay there. You can have the finest product in the world, but if you don’t go to sell it, it’s worth nothing ....
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An Important Lesson

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I watched Special Ops 1.5 a couple of weeks back. It was a well shot thriller with some amazing dialogues. One in particular stood out and I had to share it. In fact, I have writte ....
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Great Financial Hospitality Requires This?

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In the world of financial services, the concept of hospitality goes beyond service. It’s about creating an experience where clients feel valued, understood, and genuinely cared f ....
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This is Not Success

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Success isn’t reaching Rs. 100 Crore in AUM. It isn’t even Rs. 1,000 Crore or Rs. 5,000 Crore. It’s not a destination that you arrive at.

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Return on Life (ROL) versus Return on Investment

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Do you deliver a 15% return to your clients OR Do you help them live their Happiest Financial Life? Help your Clients live their Happiest Financial Life (This is the Future of We ....
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The Lie

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One of the lies that we tell ourselves and sometimes others is “If I Had Time.” How many times have you said this? I certainly have sometimes… We even live with this lie ....
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14 April, 2023 | 1 Minute Read