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Covering All Your Financial Needs

From building optimal investment strategies for high returns to drafting a comprehensive will, our experts guide you through every step of your financial journey with effective, targeted financial services.

Investment Assessment

Optimize the return on your investments. Our experts conduct a micro review of your equity investments, assets, and debts to create a powerful wealth and investment portfolio that stands strong even in a risky market. With our market expertise in financial analysis, we design your asset allocation in a way that brings you a healthy CAGR and takes you closer to Multi-generational wealth, every day.

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Taxation

De-stress taxes, reduce liabilities. Well-versed with Section 80C, 24B, 80E and many more, our consultants assess your investments to suggest the most suitable ELSS, mutual funds, and other tax-saving options for maximizing your claims and exemptions. Recommending strategic actions for available benefits, we help you get the most out of your capital gains, post taxes.

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NRI Services

Enjoy the returns and build your wealth in the Indian market, even when living abroad. Our financial consultants assess your goals to suggest mutual funds, bonds, securities, and other investment options in India for optimal wealth building. We simplify and manage your cross-border investments to enhance your returns and build your legacy.

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E-Wealth

Master your finances online. Our E-Wealth service lets you access, control, and track your entire investment portfolio via a single platform. Enjoy seamless transactions with real-time insights and a clear overview of your portfolio's performance over detailed reports. With its live reports and digital convenience, e-Wealth makes managing your wealth simple, systematic, and effective.

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Will Writing Services

Be there for your loved ones, forever. We help you list down and manage the distribution of your wealth and assets as per your wishes, preventing potential issues, disputes, or legal hurdles. Our tailored services help you preserve your family’s best interests, providing them with clear guidance on your ideal wealth and asset distribution.

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Loan Against Securities

We help you get loans and access funds against your investments, without having to liquidate them. Simply pledge your shares, mutual funds, or other securities, and enjoy instant liquidity, while your investments continue to grow. It's a smart way to meet your financial needs without disrupting your wealth-building strategy.

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Let Our Experts Sort Your Finances

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What People Loved About Our Services

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, Markesh Jewles

Expert Insights on All Things Finance