Amar Pandit is a CFA-designated registered investment advisor at Happyrich Capital, based in Mumbai, with 5 years of industry experience. Amar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 49 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiable at the sole discretion of HappyRich Capital.
Fee Estimator
Location
Mumbai
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amar is the Founder/Director of MFA Wealth Solutions Private Limited (Fintech) and MFA Capital Private Limited (Private Wealth Management Firm), spending about a quarter of his time and a few hours per week on these ventures, respectively. He also co-founded and directs two entertainment firms and is an investor in Onramp Invest.
Employment History
Current Registrations
Happyrich Capital
State Registrations4 states
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