placeholder

company history

Future Dynamics Financial Services has a long and storied history in the world of finance. We have been pioneers in the industry for many years and are known for taking innovative steps. We are very proud of our achievements and all the people who led us here.

  • 2003

    start with a small service

    This was the time when we stepped into our financial services. We had no idea how far we would go, we weren’t even sure that we would be able to survive for a few years. What drove us to the future to start and register a company was the understanding that we could provide a professional service no one else was providing.

  • 2004

    Financial Advisory

    This was the first period when our founder actually felt like, I would stick around for a while and sell life insurance as a stand alone product. Slowly, new client contacts were growing more stable and expanding at the same time. We realized that there is a growing need for advisory rather than selling a financial product often for commission. Decided to offer financial products advisory along with tax planning,

  • 2005

    Financial Planning

    It's all started with 1 client, our first financial planning service. We carefully listened to our client and understood his concerns about his financial future. Drafted a financial plan, not comprehensive though as we do today. It opened up the doors to the new domain, Financial Planning, the magic word of the personal financial services.

  • 2006

    Registration of Firm

    By this time we took the decision of registering our firm M/s. Future Dynamics fp as a partnership firm. We branded our business with a new logo and needed a new office as we had severely outgrown the last one. We started scouting for a new location.

  • 2007

    Pursued to become CFP

    It is obvious that our critical financial planning services required a global authorization, hence our founders pursued, CFP certification, awarded by Certified Financial Planner Board of Standards Inc. U.S.A via Financial Planning Standards Board (FPSB) initial and ongoing certification requirements.

  • 2008

    Technology Adoption

    Our journey has only brought us higher. Information Technology completely changes the way we analyze and present data. We have embraced new technologies and have ensured that our clients receive cutting edge analytics. As we go on towards the future we intend to exploit the full potential of new technologies to power our services.

  • 2009

    Awarded CFP

    An important mile stone in our journey, our founder Singaravelu has been awarded to practice as a CERTIFIED FINANCIAL PLANNER CM Professional and one of the youngest to become a CFP in 2008-2009.

how can we help you?

Contact us by submit a business inquiry online and we can interact over skype call or meet in-person to discover your life’s financial needs and then a road map to achieve the same.

Their commitment and enthusiasm in advising our family since 2010 is highly appreciable.

Vinothkumar P
Software Engineer , Oracle
Call back form

Looking for a First-Class Business Plan Consultant?

↓