Targeted Solutions to Optimize Your Investments

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Your Path to Financial Freedom

Discover a suite of investment solutions designed to bring you closer to multi-generational wealth. Whether it’s optimizing your asset allocation, or finding diversified investment options, our products cover all your requirements to help attain your financial goals.

Mutual Funds

Achieve your life targets, comfortably. Our Mutual Fund solutions help you invest in a diversified portfolio of securities, managed by market experts. It’s a smart tool to balance risk and reward, beat inflation rates, and earn compounding returns. Mutual fund investments are a low-cost, well-regulated vehicle to build a solid long-term corpus.

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Fixed Income

Secure regular, guaranteed returns. We offer a range of Fixed Income investment options to stabilize your portfolio and achieve reliable, periodic returns. Pick from attractive sovereign gold bonds, capital gain bonds, and bond ETFs, and get regular payouts. Fixed income instruments help reduce your tax liabilities and preserve your wealth.

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Mutual Funds Automated Portfolio Rebalancing System

Capture market upturns, and protect downside risks. Our MARS solutions let you pick from specially crafted model portfolios based on your risk appetite, which rebalance periodically based on market movements. It keeps you invested in high-performing schemes with disciplined asset allocation, bringing enhanced returns throughout the year.

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Portfolio Management Services

Get consistent returns at minimum risks. With our expert-driven PMS, we help you craft a diversified, well-balanced portfolio as per your needs and the market dynamics. Offering both dynamic and fixed asset allocation options across Equities, ETFs, Mutual funds and more, it helps you gain optimal returns in different market conditions.

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National Pension System

Live a luxurious retired life. Our NPS investment solution helps you build a substantial corpus by the time you’re 60. Choose among multiple investment options managed by reputed fund managers, and enjoy attractive returns and tax benefits on your income.

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Make Your Money Work For You

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What People Love About Snowball

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

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