What is a Financial Advisor?
A financial advisor is a professional that helps clients make financial decisions to achieve their financial goals.
What do I get with Piggy Premier?
Piggy Premier is a complete financial advisory suite. With Piggy Premier, you will assigned a personal SEBI registered financial advisor to guide you in all your financial decisions and tax planning in order to achieve your financial goals. Our financial advisors will periodically review your portfolio and provide you with a comprehensive report.
Is there a minimum portfolio size required to avail the services of Piggy Premier?
There is no minimum portfolio size required to avail services of Piggy Premier.
Are your mutual fund investments regular or direct?
Piggy Premier invests in direct mutual funds.
How often do I receive a portfolio performance report?
Our wealth coach/financial advisor will provide you with a portfolio performance report on a quarterly basis. You can also place a request for a performance report anytime through your wealth coach/financial advisor.
Can I meet my wealth coach in person?
Presently, we only conduct in-person meetings within Bangalore. However, feel free to connect to our Advisor over a video call.
Are your financial advisors SEBI certified?
Yes. All our financial advisors are SEBI certified.
Are there any benefits for a referral?
Yes, each referral will give you a Rs.500 gift voucher.
Where can I monitor my portfolio?
The Piggy mobile app available on Playstore and Appstore allows you to monitor your portfolio anytime. The Piggy mobile app provides you with detailed information regarding your investments and allows you to track the performance of your portfolio in real time.
Does Piggy Premier maintain the confidentiality of its clients?
At Piggy, we value your confidentiality with utmost importance. Our clients’ privacy and security is our priority. At Piggy, we maintain complete confidentiality of our clients.