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“It seems like the India-Pakistan war has begun. What is the impact of this on my portfolio? Do I need to do something? A friend told me ‘Buy gold… Buy silver,” said Megha, ….Read More

I’m writing this post as Ganesh, an investor who recently had a powerful realization. It came from a simple newspaper clipping he sent to his financial professional. What followe ….Read More

What’s the most important quality for an investor? Is it intelligence? A sharp mind? Deep knowledge of the markets? It’s easy to think so. But Warren Buffett said ….Read More

A few weeks ago, I met Aakash, a client of one of the firms we had recently acquired at Happyness Factory. He was a sharp, articulate gentleman. A professor of business analytics. ….Read More

We are not in the business of money.
We are in the business of meaning. We do not exist to sell products.
We exist to ask better questions.
To listen deeply.

“If I don’t do it, someone else will.” “The client wants it.” These are two of the most common excuses I hear from financial professionals. And honestly, they’re dan ….Read More

“I think everybody should get rich and famous and do everything they ever dreamed of so they can see that it’s not the answer.” —Jim Carrey It’s hard to imagine s ….Read More

Can you believe this? Last Monday (7th April 2025), in the middle of one of the worst market phases in the last two years, I received a call from Pinak, a client of the firm. Thi ….Read More

What do you want your money story to be? That you had loads of money but were poor in your head? That you were one of the richest people, yet you lived with a scarcity mindset?

You might be worried right now. The news is full of noise again. Trump tariffs. Market reactions. Sharp corrections in the stock market. Red all over your screen.