header-top-img
Financial Journey Buy aVehicle GetMarried Own aHouse KidsEducation Retirement Expenses Investments Loans Tax Assessement Medical Insurance Life Insurance Estate Assessement
Life Goals with Treasuryfy
Life Goals with Treasuryfy
Life Goals with Treasuryfy
Life Goals with Treasuryfy
Life Goals with Treasuryfy
Life Goals with Treasuryfy
Life Goals with Treasuryfy
Life Goals with Treasuryfy
Life Goals with Treasuryfy
Life Goals with Treasuryfy

Treasuryfy: Your Complete Solution for Mutual Funds, Health & Term Insurance.

At Treasuryfy, our mission is to empower you with choice and clarity. As an NJ Wealth partner we provide access to a wide range of mutual fund products and offer execution services to help you build your wealth.We believe in cutting through the noise with straightforward, unbiased information. This enables you to make confident investment decisions that align with your personal goals and enhance your quality of life.As a registered Mutual Fund Distributor, we are your dedicated partner for navigating the investment landscape and putting your financial plans into action.

At Treasuryfy, our commitment goes beyond planning and execution—we aim to build lasting relationships and stand beside you as you work towards achieving your financial goals and responsibilities. Throughout your journey, we ensure you remain informed, confident, and always in control of your wealth.

Our delivery is rooted in providing simple, transparent, and unbiased advice that creates real value for your life. With a client-focused and need-based approach, we prioritize process and solutions over products and sales, ensuring that every step we take is aligned with your unique financial aspirations.

At Treasuryfy, our process is built on simplicity, transparency, and trust. We focus on delivering unbiased and uncluttered professional advice that adds real value to your life and leads to actionable financial solutions.

Unlike product-driven or sales-oriented models, our approach is client-focused, need-based, and process-oriented—ensuring that every step we take is tailored to your goals, not just market trends.

At Treasuryfy, our vision is to empower individuals with the right wealth management solutions for long-term financial well-being. We aspire to reach as many clients as possible, making a meaningful impact by guiding them towards fulfilling their responsibilities and achieving their life goals with confidence.

Four Pillars of Our Practice

Your Trusted Financial Partner
Insights That Give You an Edge
Unbiased Access to Premier Solutions
Dedicated to Your Financial Welbeing

Product Basket

If you are looking for the right financial product, you are at the right place.
Starting from mutual funds to insurance and from real estate to other financial products, we have them all.
You can select your financial investment products as per your requirements.

Article

Review My Portfolio
Mutual Fund Portfolio Review

Request a free review of your mutual fund portfolio with Treasuryfy experts. Optimize returns and reduce risks.

Learn More About SIP
Start your wealth journey with just ₹500/month

Systematic Investment Plan (SIP) helps you create long-term wealth through small and regular investments.

Learn More About SWP
Generate Regular Monthly Income with SWP

Systematic Withdrawal Plan (SWP) allows you to withdraw a fixed amount every month while your remaining investment continues to grow.

Plan My Goals
Plan Your Financial Goals with Treasuryfy

Start systematic investments for your child's education, marriage or your retirement with Treasuryfy's goal-based investing solutions.

Contact Us

Office Address

Branch 1:

Bhikanpur, Gumti No - 3, Near Hatia, Bhagalpur - 812001, Bihar.

Branch 2 (Opening Soon):

Shop No - 8, Goshala Katra - 3, Sujaganj, Near Badi Bata, Bhagalpur - 812002, Bihar.

Get solution of your financial needs.

Everyone has various financial needs which is to be achieved for leading a beautiful and stress-free life.
But before reaching these goals certain bridge of multiple realities has to be crossed.

  • STARTED EARNING I have just
    STARTED EARNING
  • MY CHILD'S FUTURE I'm thinking of
    MY CHILD'S FUTURE
  • OWN A HOME I want
    own a home
  • FULFILL MY DREAMS I want to
    FULFILL MY DREAMS
  • EARLY INVESTOR i’m an
    EARLY INVESTOR
  • to RETIRE I'm preparing
    to RETIRE

Our Services

We understand that merely having a rich product basket is not enough for our valued clients.
What clients really need is a holistic platform for an entire family.

services with Treasuryfy
  • plan with Treasuryfy

    PLAN

    We analyze your current financial standing and long-term goals to design a customized investment strategy (SIP, SWP, etc.) that aligns with your risk profile.

  • execute with Treasuryfy

    execute

    We facilitate the seamless implementation of your investment roadmap, handling all necessary documentation and platform setup for immediate action.

  • manage with Treasuryfy

    manage

    We provide ongoing portfolio monitoring and periodic review, ensuring your investments remain aligned with market conditions and your evolving life goals.