Consult With CFP Srinivas V

Passionate about helping people to achieve financial freedom by way of comprehensive financial planning. Services include Comprehensive Financial Planning, Retirement Planning, Investment Planning, Children’s education planning etc.

  • Financial Planning

  • Retirement Planning

  • Investment Planning

  • Insurance Planning

  • Wealth Creation

About CFP Srinivas V

Certified Financial Planner

Srinivas V

Srinivas is the founder of Snowball Wealth Managers. He holds a CFP ( Certified Financial Planner ) Certification and is a CIA ( Chartered Insurance Advisor ) He is a Marathon Runner, networker and a passionate investment advisor. Srinivas has done his Engineering from Vishveshwarayya Technological University and MBA from Bangalore University.

How Does it Works

Its a Simple 3 Step Process

  • 1) Book a 1:1 consultation with Srinivas

  • 2) Our team with get back with the date, time & details of the call

  • 3) Have a 1:1 consultation with the expert and get answers to all your questions

Why Koppr

  • Fast growing community of professionals

    Koppr is one of the fastest-growing communities of financial professionals. You get to speak directly to Professionals

  • Save time & money

    Book service allows saving time, paperwork, and money. No hidden charges!

  • Transparency

    View the full profile of the experts before you choose from India's fastest-growing private network of professionals.

Consult Now with CFP Srinivas V

50% off for 1st 100 consultations


  • Why should I consult a Certified Financial Planner?

    Consulting a certified financial planner is important because he/she is a compliance expert to effectively assess your current financial situation and goals Will help you develop a comprehensive plan that addresses your major areas of financial concern: retirement, college planning, insurance, avoiding estate tax, etc. One must hire a CFP for following reasons: ✔️ Investment growth ✔️ GST return filing ✔️ Year-end reporting ✔️ Investment Planning ✔️ Minimizing income tax ✔️ Insurance planning ✔️ Other compliances required

  • How does an online CFP consultation work?

    Consulting a CFP online is very simple and an effective way of getting professional advice. 1) You book an consolation with the CFP 2) We schedule a call 3) Speak with the expert and get answers to all your questions

  • How do I make best use of this session?

    Address common questions ahead of time to save yourself an email.

  • What should I do if I need regular advice from an expert?

    Our team will be happy to assist you with custom packages wherein you can book multiple sessions with our experts.