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Investment advisory services

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Snowball Capital Investment Advisors LLP advises clients on investing in public equities in Indian markets.
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Driven by our investment philosophy, advice is given on individual securities which helps the client to build a portfolio of good businesses. Given our aversion to speculation we refrain from advising which could lead to a higher churning in the clients' portfolios.
We neither follow a benchmark nor are concerned with out-performance / under-performance. We believe that clients' best interest is served when we are able to compound and create wealth over a longer period of time.
Of course, we will consider our job well done only when the client makes more returns through our advice over a longer time frame (3-5 years) than what any benchmark would have given through passive investing.
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The investment advice being offered is based on an 'absolute-returns' basis as in, it may or may not track the performance of the index. There would also be extended periods of time when the returns under-perform the index. We share the results of our advice to the clients on a six monthly basis. Apart from the net returns (post fees, if any) made on the stocks, a comparison with indices (small-cap, mid-cap & Sensex) is also made to let the client know the opportunity cost of not investing passively.
From our end, we ensure 100% transparency & provide all the information necessary to help the client make an informed decision about continuing with us or not.
Our services would be ideally suitable for investors with a long term horizon of at-least 3-5 years. Given that markets can be quite volatile (stock markets corrected by >50% in CY08), investor should be able to withstand losses & should not be dependent on stock market income.
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