Snowball Financial Services

Comprehensive Financial & Investment Solutions

Helping You Create Multi-Generational Wealth.

10+ years of experience

Cultivating Growth, Creating Prosperity.

At Snowball Financial Services, we are committed to providing portfolio diversification with our comprehensive Mutual Fund and Financial Product capabilities that help you achieve financial independence.

Our experts work with you at every stage of financial growth. We recommend result-oriented investment and wealth creation solutions to improve your financial well-being. We focus on building wealth for yourself and creating a legacy for your loved ones to embrace for years. 

At Snowball Financial Services, we strongly believe in the multi-generational wealth concept and assist you in transferring your wealth to the next generation seamlessly.

Years of Experience
0 +
Satisfied Clients
200 +
Assets Under Management
200 + Crore

Let’s Create Multi-Generational Wealth Together.

Wealth creation requires a new mindset that brings in long-term thinking and support of the right experts. At Snowball Wealth, we simplify this concept of multi-generational wealth and help you secure your family’s financial well-being for generations.

Let’s start building a future your family can depend on with Snowball Wealth.

Comprehensive Solutions To Bolster Your Financial Success

Investment assessment

We assess your financial health and analyze assets, liabilities, and goals to create a roadmap with tailored wealth strategies to build sustained prosperity.

Taxation

Is taxation affecting your financial health? Let our experts guide you with tax optimization strategies to build wealth efficiency.

NRI Services

Our services are not limited to the domestic market. We offer personalized investment solutions to NRIs focused on growing their wealth for generations.

E-wealth Solutions

Our financial expertise coupled with advanced technology solutions aids in secure wealth management strategies. Our centralized platform enables clients to manage and track investments under a single secure platform.

Will Writing Services

Protect and preserve your legacy with our professional will-writing services. We ensure your investment strategies reap benefits for your future generation immediately.


Loan Against Securities

Snowball’s wealth management experts help you leverage the value of your existing investments to fund your aspirations. We ensure you don’t compromise on your long-term financial goals.

What Sets Us Apart

Financial Awareness & Hand Holding
Our team helps you derive the best roadmap for wealth generation and risk management. We help you make confident decisions to attain financial success.

Trained Relationship Managers
Our relationship managers are more than just advisors; they are your guides. Skilled and trained, our group of experts delivers unmatched domain expertise and results.



Physical + Digital Access Mechanisms
Our comprehensive financial services suite is accessible through our hybrid mechanisms, where our personalized consultation with digital solutions leads to sustainable wealth growth.

Research & Data-Driven Insights
We understand the significance of actionable data combined with human intelligence to unlock future wealth opportunities.

Customized Solutions
Your wealth, your way! Our holistic financial approach can be customized to suit your choices.


Here’s What Our Clients Have To Say

I have known Srinivas for over a decade, initially through a fitness group, where we connected on a personal level. It wasn’t until later that I discovered his expertise as a financial advisor. Since then, I’ve relied on Srinivas and his team for my investment needs, and their discipline and dedication have truly impressed me.

What sets Snowball apart is their genuine care and unwavering support. Their professionalism, coupled with a personal touch, makes them an exceptional partner in managing my financial future.

Dilip Patil

Retired Deputy Commissioner, State Goods and Services Tax Department

I've known Srinivas and Snowball Services for about six years now, and they've been an incredible support, both personally and professionally. What stands out the most about Snowball is how they push you to grow, not just in terms of savings, but also in helping your business thrive. Their approach has made a tremendous difference for me, my family, and my business circle.

Snowball’s guidance has been instrumental in helping my company achieve more year after year. I wish them the best for the future as they impact many more lives and businesses successfully.

Rohan Gupta

Founder, Fankar Interiors

I have been working with Snowball Wealth for the past eight years, consistently investing with them, and I couldn't be more satisfied. Srinivas and his team are exceptional — their follow-ups are thorough, and their investment suggestions are always well-timed and insightful. During the uncertainty of COVID-19, their confidence and guidance helped us make crucial investment decisions that proved highly beneficial.

What stands out is the team’s persistent yet strategic approach. Their advice has ensured we navigate the highs and lows of the market effectively, and today, I can confidently say that our portfolio is well-prepared for any unforeseen challenges. I’m grateful for their expertise and the financial security we’ve built over the years.

Ash Balani

Director, Malkish Jewels

Services Tailored For Your Specific Needs

Human Resources

While you stay dedicated to deriving strategies and plans for employee benefit, we take care of their financial well-being. Our extensive seminars create awareness and financial literacy among employees, derive clarity on taxes, and define strategies for their investment portfolio optimization. Snowball’s financial experts offer the best financial solutions and strategies, ensuring success.

Individuals

Your family’s future is your top priority, and we treat it as ours too. We provide comprehensive and tailored wealth strategies which include defining and helping you reach major needs like children’s education, child marriage, building wealth/regular income, securing retirement assessment, or protecting your legacy. Our solutions protect your family’s happiness from any financial turbulence.

Business Owners & Professionals

As you continue working hard to make it big, we are committed to diversifying and growing your wealth. Our investment portfolio optimization techniques have proven to deliver financial stability and growth, helping you stay focused on your business.

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