With Tailored Portfolio Management Services.
At Snowball Financial Services, we leverage a systematic 'Rule-Based Active Investing' approach where our skilled managers effectively manage investors' investment portfolios. Plus, every investment decision is backed by thorough insights.
We provide various products, including equities, mutual funds, ETFs, and more. Based on Dynamic Asset Allocation Portfolios (DAA) and Fixed Asset Allocation our strategies help to meet diverse investment goals.
Our fund managers handle everything from stock selection to execution. They also provide periodic reports for transparency.
Fund managers recommend investments. However, investments are executed only after investor confirmation.
As professional managers manage portfolios, the potential returns are consistent.
It is an ideal option for high-net-worth investors who want hassle-free management with risk-adjusted returns.
With active management and dynamic portfolio rebalancing our fund managers ensure the portfolio is optimized according to market conditions.
PMS includes investment research and asset diversification to minimize risks.
PMS allows you to customize your portfolio based on risk tolerance and investment goals.
Eligible for claiming tax deductions up to Rs 2 lakh (Rs 1.5 lakh under Section 80CCD (1) plus Rs 50,000 under Section 80CCD(1B)), reducing your taxable income.
