Snowball Financial Services
Comprehensive Financial & Investment Solutions
Helping You Create Multi-Generational Wealth.
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.
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
Taxation
NRI Services
E-wealth Solutions
Will Writing Services
Loan Against Securities
What Sets Us Apart
Financial Awareness & Hand Holding
Trained Relationship Managers
Physical + Digital Access Mechanisms
Research & Data-Driven Insights
Customized Solutions
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
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
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