Keylend’s Post

I’m thrilled to share that on August 14th, Snowball Financial Services was nominated for two prestigious awards: the EWA (New Client Acquisition) and Business Growth. This marks the second year in a row that we’ve received this honour, and we couldn’t be more excited! To give you some context, this recognition comes from the Partner Business Training (PBT) event hosted annually by the NJ Group. It’s a major event for Mutual fund advisors empanelled with NJ India. Out of over 41,000 advisors empanelled with NJ, only about 3,000 qualify to attend this event based on specific business criteria. From that group, only 120 are nominated for various awards, and in a competitive market like Bombay, just five advisors are nominated in each category. What makes this even more special is that Snowball has been consistently recognized at the PBT event, with ten nominations over the past nine years. We've been nominated for prestigious awards such as the Top 5 Emerging Advisors in India (2015), EWA (2017, 2019, 2022, 2023, 2024), Net Equity Sales (2020), and Net SIP Sales (2022, 2023). This consistency isn’t just a fluke—it’s a testament to our dedication and our clients' trust in us. These nominations serve as a strong signal to our clients and prospects that they’re in safe hands. It shows that we’re not only growing but also being recognized for our efforts, year after year. We deeply thank our clients, partners, and the NJ Group for this ongoing recognition. Here’s to celebrating our journey toward excellence in the financial services industry! #growth #wealth #financialawareness #multigenerationalwealth #investing #snowball #mutualfunds #SIPs #insurance #success

“Somewhere, something incredible is waiting to be known” – Carl Sagan At last, the eagerly anticipated moment is upon us: the dates for Mulya 24 have been unveiled - _10th and 30th April_! A masterpiece of activity, Mulya '24 is a well-knit and structured pattern in this finance dimension. It’s a mix of captivating activities and challenging tasks that allow you to demonstrate your skills in an environment of unmatched rivalry. You can have many opportunities to express yourself in such a lively world where the innermost talents can be realized along with the fiercest competitiveness. Never before have you seen any excitement that is equal to this one and there you may find golden chances to show off yourself like never before.” Don't let this opportunity slip away; join us and discover the pinnacle of your potential. Let your calendars shine with the prominence of April 10th and 30th boldly marked.. #FinanceCompetition #FinancialChallenge #InvestmentCompetition #StockMarketChallenge #BudgetingCompetition #FinancialLiteracy #MoneyManagement #TradingContest #WealthBuilding #EconomicCompetition

🎉 Celebrating another successful transaction for our client! Check out the success story in numbers: ✅ 28 Initial Offers ✅ 11 Formal Tours ✅ 224 CAs Signed ✅ 6 B&F Offers from Outside State Our Cross Market Capital Team was the key to our success, generating offers from outside of the state and creating a highly competitive market! #ClientSuccess #SavanPointe #mmgrea #justclosed #savannah

🎉 Celebrating another successful transaction for our client! Check out the success story in numbers: ✅ 28 Initial Offers ✅ 11 Formal Tours ✅ 224 CAs Signed ✅ 6 B&F Offers from Outside State Our Cross Market Capital Team was the key to our success, generating offers from outside of the state and creating a highly competitive market! #ClientSuccess #SavanPointe #mmgrea #justclosed #savannah

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Can’t wait to reconnect with our broker partners! Come say hey and learn all about how we are working to be your solution based market for your complex risks.

Last week, I was invited to Aviva’s new Manchester Studios (which are very impressive!) to contribute to their distribution team meeting. We discussed Dunham McCarthy’s journey and business growth, addressing challenges for both businesses and advisers in general. We explored the processes we have internally introduced to overcome some of these challenges and how these can relate to the broader protection market, along with ways insurers can further support intermediaries. It’s incredibly refreshing to see insurers actively seeking perspectives from firms. Together, we can all work towards making the industry a better place - both for consumers and intermediaries. Ryan Ludlam Holly Ewing Paula Pearson ACII DipFS Daniel Wall Ben Whatling Alastair McNaughton Steven Clivery Emma Holmes #intermediaries #aviva #sharingideas #insurancebroker #protection

Embrace Accountability, BNI's sixth Core Value, by being the partner everyone can rely on 🤝 Set clear goals, communicate openly, and always follow through ✅ Build trust within your chapter and see how it transforms your network into a reliable referral engine. #BNI #BusinessNetworking #BNIChapter #SuttonColdfield #CoreValue #Accountability

📲 + 971 55 186 6666 - Regan. In case you missed it, take advantage of this #propertyinvestment at #dubaihills 🗝️🏠. Move in today to your exclusive haven, expertly marketed by the @famluxe team. #readytomovein #dubailuxuryliving

🎉 Thrilled for my first Lloyd's Meet the Market event in Canada on May 21st and the CAMGA conference on May 22nd in Toronto! 🌟 Matt Woodall and I can't wait to connect with industry pros and dive into discussions about our cutting-edge claims management services. Come say hello! 🙌 #Insurance #Networking #CAMGA #LloydsMeetTheMarket #Lloyds #RCS"