Ad
related to: Amar Panditamazon.in has been visited by 1M+ users in the past month
Prime Members Can Enjoy Unlimited Free Shipping, Early Access To Lightning Deals and More. Amazon Offers an Array Of Unique Products From Hundreds Of Brands.
Search results
Amar Pandit, the founder of MFA has authored four books on Financial Literacy that will help individuals to make smart and informed choices about money.
Amar is a CFA Charterholder from CFA Institute , Virginia, USA and a Certified Financial Planner. He is one of the top most practicing Certified Financial Planners in the Country...
- 500+
- 1.9K
- CFA Institute
- Mumbai, Maharashtra, India
Aug 31, 2012 · Amar Pandit is the Founder & CEO of “My Financial Advisor”, a Private Wealth Management firm that helps Corporate Executives, Business Owners, NRIs, Doctors, Lawyers and Celebrities to make smart and informed choices about money.
Amar Pandit, CFA, CFP. Amar Pandit is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.
- The Happyness Way
- The Working
- Stacking Up
- What’s So Different?
According to the founder, Happyness Factory is built on a Plan-Process-Product Model, where an individual defines his goal that he wants to invest towards, and then decide how much he wants to invest towards each goal. Based on goals and risk profiles, the platform then suggests mutual fund schemes and invests online.
Amar explains the different features of the platform: Goal Dashboard:Once investors register on the platform, it prompts them to define their financial goals including retirement, tax saving, wealth creation, emergency, as well as buying a house, etc. Based on the goal, age and monthly amount required, the platform shows the future value of the mon...
Since the launch in March this year, Happyness Factory has more than 500 active clients, garnering a little more than Rs 80 crore in assets under management for the platform. Amar says the number of registered users is double of that of active clients. At present, the platform sees an average monthly SIP investment of Rs 30,000 and one-time lump su...
The past year has seen a plethora of robo-advisory platforms which have hit the market, like Kuvera, ProsperX, ET Money and savings engine Zerodha partnered Balance. There are the other existing platforms like FundsIndia, Scripbox and Zerodha that are commonly criticised by the new age platforms for their lack of personalisation. So, how is Happyne...
Amar Pandit is the co-founder of Happydemic and also a Certified Financial Planner with CFA Charterholder from the CFA Institute in Virginia, USA. He believes in spreading financial literacy and has already written 4 bestselling books and 750+ columns in leading publications and portals.
People also ask
Who is Amar Pandit?
Who is Amar Khan?
Why was meeting Amar Pandit a turning point?
L ed by one of India's premier wealth managers - Amar Pandit - MFA Financial Coaches have a combined experience of 150+ years and are supported by robust Planning and Implementation Teams. We assign a team of three professionals including Senior Partners to serve our clients.
