and take care of everything.
Building & Restructuring
Analysing Your Financial Position
We understand your income, expenses, assets, short term and long term liabilities, risk-appetite, to analyse your financial position
Identifying Your Financial Goals
We help you identify and set financial goals to plan for future financial needs
Preparing Your Financial Plan
We create a comprehensive financial plan that facilitates your goals and is best for you
Executing Your Financial Plan
We assist you in executing your financial plan through our FREE investment platform without charging any commission
Monitor & Re-balance Your Portfolio
Our task doesn’t end after executing your plan. As your personal financial coach, we are with you throughout your financial journey. We keep a close watch on your investments. If they don’t perform as expected, we help you in re-balancing them.
Aligned with you Always
We’re not Agents, Brokers, Distributors
we are not like distributors and brokers, who take commissions on selling mutual funds
We are Licensed Financial Planners
We are SEBI registered Investment Advisers, & have license to ADVISE you on investments & all other aspects of your financial planning
Aligned with your Interests Always
We do not receive any commission from any companies (fund house). Thus, our advise is always aligned with your interests
Achieve your financial goals with a comprehensive financial plan to get you started immediately
Cash Flow Management
Get help on managing Cash Flow better to keep you on track to achieving your financial goals
Retire without worrying about lifestyle change with a predetermined plan to meet all your needs
Maximize your returns with assisted management of your portfolio and make better financial decisions
Reduce tax liability with an efficient tax plan to help you achieve your financial goals
Get the right insurance coverage for your family after identifying and analyzing risk factors
Become stress-free by identifying significant financial risks and putting in place strategies to mitigate risks
Select the right loan plans for your dreams with the appropriate EMIs and tax benefits
Tax-saving investing is easy and rewarding you could earn enough for a surfing trip.
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.