Amar Pandit
Advisor at HAPPYRICH Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Amar Pandit is a CFA® charterholder with five years of experience in the financial industry. He is affiliated with HAPPYRICH Capital and has held executive roles at MFA Capital Private Ltd. and MFA Wealth Solutions Private Limited. In addition to his financial advisory work, he is a co-founder and director of two entertainment companies, Happy Gaana Entertainment Private Limited and Happy Minds Entertainment Private Limited, based in India. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities, managing approximately $45 million in client assets. The firm uses a strategic asset allocation approach combining passive index funds and ETFs with tactical active management, and emphasizes documented client relationships and educational initiatives.
Client services
Based on HAPPYRICH Capital
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Financial planning fees range from $2,500 to $15,000 depending on complexity.
1% annually (negotiable)
$300 per hour for limited scope engagements and follow-up implementation work.
Account minimum: $1,000,000.00 Fee-only: Fee-only investment management and financial planning firm.
Location
Monroe Township, NJ
Most active in
Amar P has reported serving >5 clients in these states in the last 12 months.
California · New Jersey · New York · Texas
Work history
MFA Capital Private Ltd.
2021 - Present (5 years)
MFA Wealth Inc. dba HappyRich Capital
2020 - Present (6 years)
Happy Gaana Entertainment Private Limited
2015 - Present (11 years)
MFA Wealth Solutions Private Limited
2015 - Present (11 years)
Happy Minds Entertainment Private Limited
2014 - Present (12 years)
MFA Consulting Private Limited
2011 - 2021 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Michael K
Series 63, Series 65
Princeton, NJ
Endowbridge Capital, LLC
Peter P
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Robbinsville, NJ
Pandolfo Capital, LLC
Jerrold T
Series 65
Highland Park, NJ
Parkview Capital Management
Kurtis B
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
Peter C
Series 63, Series 65
Princeton, NJ
Patton Hall, LLC
Sam N
Series 65
Princeton, NJ
Ansonia Capital Advisors LLC
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