Who we are
Complete Financial Planner (“we”, “us”, “our”) operates this website. If you have any questions about this policy, contact us at team@cfpsecurities.com.
Information we collect
When you submit our contact form, we collect the details you provide — such as your name, email address, phone number and message. We may also collect basic, non-identifying analytics about how the site is used.
How we use your information
- To respond to your enquiry and provide the information or services you request.
- To contact you about your enquiry and, where relevant, our services.
- To meet our legal and regulatory obligations.
How your information is handled
Contact form submissions are processed by our hosting provider's form service (Netlify Forms). We do not sell your personal information. We retain enquiry details only as long as needed to respond and to meet record-keeping requirements.
Your investments
Any investments made on your advice are held in your own name with regulated entities such as asset management companies, depositories and registrars. We facilitate and advise — we never take custody of your funds.
Your rights
You can ask us to access, correct or delete the personal information we hold about you. To make a request, email team@cfpsecurities.com.
Changes to this policy
We may update this policy from time to time. The latest version will always be available on this page.
Contact
Complete Financial Planner
Shop No. 13, Saraidhela, Behind Shruti Medical, Dhanbad, Jharkhand 826001
team@cfpsecurities.com · +91 80923 61599