Your partners in wealth.
At i2Finserv, we combine human expertise with technology to provide unbiased, personalized financial solutions that help you achieve true financial freedom.
Anjum Aggarwal
Founder & CEO
The Visionary
Built on trust, driven by integrity.
"I started i2Finserv with a simple yet powerful belief: every investor, regardless of their portfolio size, deserves access to high-quality, unbiased financial guidance."
With over a decade of experience in the financial services industry, Anjum recognised a glaring gap in the market. Investors were often sold products that suited the seller, not the buyer. Mis-selling was rampant, and genuine financial planning was a rarity reserved for the ultra-wealthy.
Today, i2Finserv stands as a beacon of trust for hundreds of families. We don't just manage wealth; we manage dreams, aspirations, and legacies. Our client-first approach ensures that every recommendation is made with only one person in mind – you.
Our Philosophy
The principles that guide our every decision and recommendation.
Unbiased Integrity
We are purely client-focused. We don't push products; we provide solutions that are right for you.
Goal-Centric Approach
Money is a tool, not the goal. We align every investment strategy with your life's milestones.
Data-Driven Insights
We combine emotional intelligence with rigorous data analytics to optimize your portfolio performance.
Excellence in Service
We believe in proactive communication and staying by your side through every market cycle.