Privacy Notice Under Review

1. Introduction

This page explains the information involved when you use the i2 Finserv website or contact us. Our detailed handling practices are being reviewed. If you need to know how a particular request will be handled before sharing information, please contact us using the details below.

2. Information We Collect

The information involved depends on what you choose to do. These categories are not a list of information collected from every visitor:

• •Contact details: The name and contact information you provide when you call, email, book a meeting, or send a WhatsApp message
• •Your message: The question or feedback you choose to share through those channels
• •Product information: Identity, financial, KYC, goals, and risk-profile information can be relevant to a later product process; the website contact route is not a place to submit these documents
• •Website data: The site loads Google Tag Manager and Vercel Analytics, which may receive technical or usage information depending on their configuration

Please do not send PAN, Aadhaar, OTPs, bank details, account statements, or investment instructions through a website inquiry or WhatsApp message.

3. Why Information Is Used

Contact information and messages are used to respond to an inquiry or arrange a conversation. A later product process may involve additional information, which should be explained at that stage.

• •Responding to questions, requests, and complaints
• •Arranging a call or other contact you request
• •Understanding broad website use so the site can be improved
• •Handling product-related steps separately when applicable

Separate marketing preferences and the purposes of any later product onboarding still need owner review.

4. Data Sharing & Disclosure

A call booking, WhatsApp message, email, or website visit can involve the provider of that channel. Product-related sharing depends on the product and the process used.

• •Contact channels: Your chosen email, phone, WhatsApp, or scheduling provider may process the information you send through it
• •Product processes: An asset management company, registrar, insurer, or other provider may need information if you proceed with that product
• •Legal requests: Information may need to be disclosed where applicable law requires it

The exact recipients, agreements, and handoff process are still under review; ask us before sending sensitive information.

5. Data Security

The website does not ask you to send identity documents, banking details, or investment instructions through its contact route. Security controls and service-provider arrangements need to be confirmed before a detailed security statement is published.

• •Use the contact details below if you have a security concern about information you have shared
• •Do not include passwords, OTPs, or account credentials in a contact message

6. Cookies & Analytics

The site offers an optional analytics choice. Google Tag Manager, Vercel Analytics, and Speed Insights load only after you select "Allow analytics" on this device. You can reopen Analytics settings to change your choice. Their processing and cookie details still need owner review for a final notice.

• •Your browser settings may allow you to block or remove cookies
• •Blocking cookies can affect some website features

7. Data Retention

The retention periods for inquiries, messages, and product records have not yet been confirmed for this page. No fixed deletion or storage period is promised here.

• •Ask us about a specific inquiry or record using the contact details below
• •Any record-handling request will need to account for the relevant product process and applicable requirements

8. Requests About Your Information

You can contact us about information you have shared. We will review requests in light of the applicable service and law; this draft does not state an exhaustive list of statutory rights.

• •Ask what information is held about a particular inquiry
• •Tell us if the information you provided is inaccurate
• •Ask how to stop further contact or request removal where possible
• •Raise a privacy concern or complaint

Use the contact details below for these requests. Do not send identity documents with an initial request.

9. Children's Privacy

This website's financial-product contact route is intended for adults. Please do not submit a child's personal information through it. Contact us using the details below if information about a child was sent by mistake.

10. Policy Updates

This review draft will be updated after the remaining handling, retention, analytics, and legal details are confirmed. Check this page for changes or contact us for the latest information before sharing sensitive details.