About Us
About Snowball Financial Services
Welcome to Snowball Financial Services, your trusted partner in financial empowerment. Established in December 2020, we're a team of four dedicated experts with 35 years of combined experience in investments and equity broking.
Our Mission:
At Snowball Financial Services, our mission is to empower you with the knowledge, tools, and resources for financial security and prosperity. We prioritize financial literacy, personalized solutions, and your well-being.
What Sets Us Apart:
Expertise:
Our team brings unparalleled knowledge and insights to the table.
Certified Financial Planners (CFP):
Our CFP experts, led by Harish Rao, offer expert guidance in financial planning, investment strategies, and wealth management.
Quality:
We're committed to delivering top-quality financial services that exceed your expectations.
Customer-Centric:
Your financial well-being is our priority; our client-first approach ensures your needs come first.
Innovation:
We stay at the forefront of financial trends and technology to offer cutting-edge solutions.
Our Founder:
Meet our founder, Harish Rao, a Certified Financial Planner (CFP) with an MBA in Marketing and Finance. Harish brings over 20 years of financial expertise to our team, including substantial work experience.
Work Experience of Harish Rao:
Harish Rao's extensive career in the financial industry includes:
Franklin Templeton Investments (Latest):
Harish worked at Franklin Templeton Investments until November 2020, accumulating nearly 9 years of valuable experience. During his time at Franklin Templeton, he successfully handled various sales channels, including Banking, FinTech, and Independent Financial Advisors (IFAs), showcasing his versatile expertise in the investment sector.
Canara HSBC Life Insurance
Before Franklin Templeton, Harish held a significant role at Canara HSBC Life Insurance.
ICICI Prudential Priority Circle
He also contributed his expertise at ICICI Prudential Priority Circle.
ICICI Securities Ltd (ICICI Direct)
Prior to that, Harish had a notable career at ICICI Securities Ltd, commonly known as ICICI Direct.
Assets Under Management (AUM):
We manage assets worth 50 crores, serving 120 families. As one of Bangalore's fastest-growing mutual fund distributors, we are dedicated to helping clients realize their financial goals.
Advanced Financial Tracking and Management:
The company provides a web and mobile platform for tracking and managing various asset classes. This platform offers real-time access to financial data to facilitate informed decision-making and asset management.
Contact Information
Ask your questions to our experts
Snowball Financial Services, No 1262, First Floor, 7th B Cross, Mother Dairy Road, Yelahanka New Town, Bangalore-560064.
Conclusion:
Thank you for getting to know Snowball Financial Services. With our experienced team, substantial AUM, and a growing client base, we're excited to be your trusted partner on your financial journey. Feel free to reach out using the contact information above.