SnowBall Financial Services ltd

-We help you Reach your Financial Goals.

Content:
• What is MF?
• Pillars of Savings( Liquidity,Diversification,Tax effieciency)
• Inflation
• About Snowball
• About Mr Srinivas V.
What is Mutual Funds?
• A mutual fund is an investment vehicle where money from multiple
investors is pooled and invested in a diversified portfolio of securities,
managed by professionals according to specific objectives.
• Asset Classes:
• Equities
• Bonds
• Money Markets
• Real Estate
• Commodities
Pillars of Savings:
• Liquidity:
• Diversification:
• Tax Efficiency:.
• Transparency: (Expected return=Risk-free rate+β×(Market
return−Risk-free rate)
• Regulation:
Inflation:
• Inflation occurs when the general level of prices for goods and
services rises over time, leading to a decrease in the purchasing
power of money.
• What is affected?
• FV(reduce purchasing power of money)
• PV(asses the value of future cash flows)
• Rate of Interest(expected inflation)
• Purchasing power parity(affecting exchange rates and international
trade decisions)
About Company:-

Snowball Financial Services Pvt Ltd, established in 2013, serves over

400 satisfied clients, including HNIs, business owners, and professionals
like pilots, doctors, architects, and senior managers from top
corporations worldwide.
Certified Mutual Fund & Insurance Consultants recognized by AMFI and IRDA.
Our expert team specializes in Equity, Debt, Insurance, and Financial Planning.
About Mr. Srinivas V

• Speaker, Networker, and Marathon Runner.

• Nominated as one of the India's top 5 emerging
distributor in 2015.
• Mastered Communication and sales skills.
• Specialized in bridging complexity and clarity in financial
planning .
• Offer one-on-one meetings to navigate financial
products and provide behavioural coaching.
• Commitment to guiding through financial journey with
trust, transparency and simplicity.