AP
Amar Pandit
HAPPYRICH CAPITAL
Mumbai,
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CRD#: 7188141
AP
Professional summary
Amar Pandit is a registered financial advisor currently at HAPPYRICH CAPITAL .
Amar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Amar has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Business Name: MFA Wealth Solutions Private Limited Mumbai Maharashtra India Investment Related: Yes- Fintech, Position: Founder/Executive Director, Start Year: 2005, Mr. Pandit spends approximately 25 hours a week addressing business matters. However, this is not during US Trading Hours. 2) Business Name: MFA Capital Private Limited, (formally known as MFA Consulting Private Limited) MFA Mumbai Maharashtra India Investment Related: Yes- Private Wealth Management, Firm Position: Founder/Executive Director Start Year: 01/2021, Mr.Pandit spends approximately ten hours a week addressing business matters. However, this is not during US trading hours. 3) Business Name: Happy Gaana Entertainment Private Limited Mumbai Maharashtra India, Investment Related: No-Entertainment Firm, Position: Co-Founder/Director, Start Year: 2015, Mr. Pandit spends approximately five hours a week addressing business matters. Not during U.S. trading hours 4) Business Name: Happy Minds Entertainment, Private Limited Mumbai Maharashtra India, Investment Related: No-Entertainment Firm, Position: Founder/Director, Start Year: 2014, Mr. Pandit does not address business matters during U.S. trading hours. 5) Business Name: Onramp Invest, Crypto asset integrations platform, Investment Related: Yes, Position: Investor, Start Year: 2021, Financial investment only no responsibility for the day to day operations,
CRS (Client Relationship Summary) - RIA
Click below to view Amar Pandit's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 23, 2020 - Present
HAPPYRICH CAPITAL
RIA
CRD#: 305410
Mumbai,
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(6/23/2020)
IAR
Texas(4/18/2022)
Exams
Current Firm
HC
HAPPYRICH CAPITAL
HAPPYRICH CAPITAL | MFA WEALTH INC. | LIVEHAPPYRICH
CRD#: 305410 / SEC#:
New Jersey
Registered Investment Advisory firm - (2/12/2020 Approved)Texas
Registered Investment Advisory firm - (3/18/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Monroe Township, NJ
Mailing Address
Phone number
(214) 669-2244
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 104 |
| AUM (Assets Under Management) | $ 45,382,497 |
Red Flags
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