Money Parrot

Name: Money Parrot
Address: Parrot Tech Ventures Private Limited, Kamanahalli, Begur, 560068, IN
Telephone: +919845309102

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Money Parrot

Money Parrot is a digital platform, Empowering Financial Advisors with tools, insights and services

Money Parrot helps you understand your customers better, enables you to proactively engage with them for investment opportunities and gain market insights.

01/01/2020

Wishing everyone a GREAT 2020 .

26/10/2019

JOY !! Prosperity !! Happiness !! Wishing everyone a CLEAN and GREEN - DIWALI .

02/09/2019

Wishing Everyone A Very Happy Ganesh Chaturthi & A Prosperous Year ahead .

25/12/2018

Wishing everyone Merry Christmas . Love - Peace - Happiness to everyone

04/11/2018

May millions of lamps illuminate your life with endless prosperity, health, and wealth forever…Money Parrot wishes you & your family a very ― Happy Deepawali !

03/04/2018

Ten traits of Successful Financial Advisors .

10/10

Trait - 10

They put your interests first.

Professional advisors tailor your plan to meet your goals. They don't push products on you simply to meet quota or to get the biggest commission. Check whether your advisor represents a wide range of products and service options or if they're restricted to only proprietary solutions their company sells.

02/04/2018

Ten traits of Successful Financial Advisors .
9/10
Trait - 9

They work with you.

A good financial advisor will meet with you – and your significant others – regularly throughout the year. And that level of attention should continue every year of your relationship. Too many times, people meet with an advisor, develop a plan, and then simply get statements in the mail.

30/03/2018

Ten traits of Successful Financial Advisors .
8/10
Trait - 8

They have a clear strategy.

Just as you wouldn't take a trip across the country without a map, you shouldn't try to steer your financial future without a clear direction. And if life circumstances change, as they often do, your advisor should take them under consideration and help you revise your financial plan

29/03/2018

Ten traits of Successful Financial Advisors .
7/10

Trait - 7

They have a Good Support Team.

A good advisor should have access to a broad range of experts to meet your specific needs. A team approach will ensure that you get the professional advice you require to meet any specialized investment, wealth management, insurance or debt management objectives.

28/03/2018

Ten traits of Successful Financial Advisors .
6/10
Trait - 6

They take a holistic view of your finances.

Sound financial advice is based on more than just your income level or the types of asset classes you invest in. A good financial advisor will take the time to learn about your full financial situation, investigating your banking, investment, insurance and credit needs. Only by understanding your spending habits, debt obligations, life goals and more can a financial advisor begin to develop a meaningful and accurate strategy.

27/03/2018

Ten traits of Successful Financial Advisors .
5/10

Trait - 5

They are an experienced finance professional.

All legitimate financial advisors should have significant experience in the financial services industry or some sort of industry-recognized certification. One highly regarded designation is that of Certified Financial Planner (CFP), awarded in Canada by the Financial Planners Standards Council. CFP professionals must meet standards for experience and ethics, as well complete 30 hours of continuing education every year to maintain this accreditation. Other respected forms of certification include the Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Personal Financial Planner (PFP) designations. Whatever the case, be sure to verify your advisor's experience and credentials. Do your due diligence; it's your best protection to ensure you're dealing with a reputable advisor.

26/03/2018

Ten traits of Successful Financial Advisors .
4/10

Trait - 4

They invoke confidence and trust.

You need a financial advisor you can trust to have confidence in their recommendations. If you feel nervous, fearful or stressed out after discussions with your advisor, trust your instincts and end the relationship.

Address

Parrot Tech Ventures Private Limited, Kamanahalli
Begur
560068

Telephone

+919845309102

Website

http://www.moneyparrot.com/

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