Nurturing Long-Term Financial Growth
Through Tailored Strategies & Dedicated Support
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About Us
Established in 2014, Snowball Financial Services Pvt. Ltd. caters to over 2500 clients, which include HNIs, business owners, professionals like pilots, doctors, and architects, industrialists, investment bankers, and senior managers from companies such as ACG, Melinda Gates and Foundation, Zomato, Mercedes Benz, Intel, TCS, Accenture, SAP, IBM, Reliance, and others worldwide.
We help our clients preserve their assets, mitigate risks, and achieve their financial goals. Our comprehensive financial services help to build and sustain wealth for future generations.
Our personalized wealth strategies include investment assessment, tax assessment, e-wealth, NRI, will writing services, and loans against securities. We are certified Mutual Fund & Insurance consultants recognized by AMFI (Association of Mutual Funds of India) and IRDA (Insurance Regulatory and Development Authority).
Know Our Experts
Srinivas V, CFP
Founder & CEO
Trupti Srinivas
Director
About Us
Established in 2014, Snowball Financial Services Pvt. Ltd. caters to over 2500 clients, which include HNIs, business owners, professionals like pilots, doctors, and architects, industrialists, investment bankers, and senior managers from companies such as ACG, Melinda Gates and Foundation, Zomato, Mercedes Benz, Intel, TCS, Accenture, SAP, IBM, Reliance, and others worldwide.
We help our clients preserve their assets, mitigate risks, and achieve their financial goals. Our comprehensive financial services help to build and sustain wealth for future generations.
Our personalized wealth strategies include investment assessment, tax assessment, e-wealth, NRI, will writing services, and loans against securities. We are certified Mutual Fund & Insurance consultants recognized by AMFI (Association of Mutual Funds of India) and IRDA (Insurance Regulatory and Development Authority).
Know Our Experts
Mr. Srinivas V
BE, MBA, AFP, CIAOur Vision
We aim to be a premier partner, providing proven strategies for individuals and families to achieve financial freedom and growth across generations. We strive to simplify finance, making it accessible to everyone.
Our Mission
Our mission is to empower 10,000 individuals with financial awareness, empower them to make informed decision-making ability, and create multi-generational wealth. We foster financial literacy and build financial security across generations.
Our Values
At Snowball Financial Services, we are committed to principles that guide our actions and define our approach.
Growth
We are committed to fostering continuous growth. By delivering tailored financial strategies, we empower individuals and businesses to expand their wealth and achieve long-term success, throughout generations.
Patience
We understand that building and sustaining wealth takes time. Our approach is grounded in patience, ensuring that we make well-considered decisions that benefit you in the long run, rather than opting for quick fixes.
Optimism
We approach every financial challenge with optimism, knowing that a positive mindset is key to overcoming obstacles. This belief fuels our determination to find opportunities in every situation, guiding you toward a prosperous future.
Value Creation
We are dedicated to making a meaningful impact on our clients’ lives. Our services go beyond financial advice; they are designed to add real value, helping you achieve your goals and secure a prosperous future.
Trust
Trust is the cornerstone of our relationships. We prioritize transparency and integrity in all our dealings, ensuring that you can rely on us to safeguard your assets and work in your best interest.
What Sets Us Apart
At Snowball Financial Services, we understand your unique needs and deliver tailored solutions to enhance your financial security.
Education & Awareness
Navigating the financial world can be complex. We provide access to educational resources and insights to help our clients make informed decisions. Our wealth management team offers personalized guidance for every query.
Rich Product Base
We offer a wide range of financial products with a need-driven approach. Our value-added services provide an optimum and result-oriented investment experience. We ensure you have a smooth and comfortable journey.
Committed Guidance
We strive for excellence and our relationship managers are committed to providing the essential guidance and e-wealth tools needed to attain financial independence at every stage.
Right Experience & Skills
With over 3 years of experience in the investment products distribution space, our team of experienced relationship managers access and understand your needs to offer customized strategies to achieve sustainable investment goals.
Long-term Goals
We aim to be your financial partners, helping you achieve your long-term goals. Our professionals provide comprehensive financial services and strategies to enhance your prosperity and security.
Personalized Wealth Strategies
At Snowball Financial Services, we recognize that everyone has individualistic goals. Our relationship managers provide tailored solutions to meet your goals, risk tolerance, and aspirations.
Education & Awareness
Navigating the financial world can be complex. We provide access to educational resources and insights to help our clients make informed decisions. Our wealth management team offers personalized guidance for every query.
Rich Product Base
We offer a wide range of financial products with a need-driven approach. Our value-added services provide an optimum and result-oriented investment experience. We ensure you have a smooth and comfortable journey.
Committed Guidance
We strive for excellence and our relationship managers are committed to providing the essential guidance and e-wealth tools needed to attain financial independence at every stage.
Right Experience & Skills
With over 3 years of experience in the investment products distribution space, our team of experienced relationship managers access and understand your needs to offer customized strategies to achieve sustainable investment goals.
Long-term Goals
We aim to be your financial partners, helping you achieve your long-term goals. Our professionals provide comprehensive financial services and strategies to enhance your prosperity and security.
Personalized Wealth Strategies
At Snowball Financial Services, we recognize that everyone has individualistic goals. Our relationship managers provide tailored solutions to meet your goals, risk tolerance, and aspirations.
Consult Our Experts To Create a Personalized Strategy.
