Amar Pandit
HappyRich Capital · Mumbai, New Jersey
Amar Pandit is a fee-only financial advisor at HappyRich Capital in Mumbai, New Jersey, who holds the CFA credential. Amar focuses on cross-border (US / Canada) and family wealth transfer. HappyRich Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Amar →
Specialties
Who they serve
- Cross-border families
- Multi-generational families
Facts
| Firm | HappyRich Capital |
|---|---|
| Based in | Mumbai, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $61.1M across 121 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, NJ, NY, TX · CRD 7188141 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | livehappyrich.com |
Request an introduction to Amar
Tell Amar a little about what you're looking for. Amar isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amar
Is Amar Pandit a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amar holds no broker registration, and HappyRich Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amar charge for financial advice?
Amar's firm, HappyRich Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amar Pandit based?
Amar Pandit is based in Mumbai, New Jersey.
What does Amar specialize in?
Amar's specialties include cross-border (US / Canada) and family wealth transfer. Amar works with cross-border families and multi-generational families.
What credentials does Amar Pandit hold?
Amar Pandit holds the CFA credential.
Is Amar Pandit registered with the SEC?
Yes. Amar Pandit is registered as an investment adviser representative in CA, NJ, NY and TX (CRD 7188141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HappyRich Capital manage?
HappyRich Capital reports $61.1M across 121 accounts in assets under management.
How do I contact Amar Pandit?
Through Amar's website, livehappyrich.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- HappyRich Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.