Effective date: 01 January 2025
1. Who we are
Treasuryfy is a proprietor company owned by Afroz Alam. We are an AMFI certified mutual fund distributor and financial advisory service. You can contact us about privacy at info@treasuryfy.com.
2. Personal data we collect
We collect and process the following types of personal information when you use our website or contact us:
- Contact details: name, email address, mobile number, message content (from contact forms and request forms).
- Usage data: analytics data (page views, session duration, device and browser information).
- Form data: details submitted via third-party forms or our contact forms (may include portfolio size, number of funds, goals).
- Technical data: IP address, cookies and tracking identifiers.
3. How we use your data
We use personal data for the following purposes:
- To respond to inquiries and contact requests and to provide the services you request (e.g., portfolio reviews, consultations).
- To provide, maintain and improve the website and user experience.
- To send important administrative messages regarding your request or our services.
- For analytics and performance monitoring to understand user behaviour and improve our services.
4. Legal basis for processing
Where required by applicable law, we process personal data based on your consent, performance of a contract, or our legitimate business interests (e.g., providing requested advisory services and improving our site). We never process personal data for purposes incompatible with the original reason it was collected without notifying you.
5. Cookies and tracking
We use cookies and similar technologies to enhance your experience and for analytics. Typical cookies we use include:
- Essential cookies: required for basic site functionality.
- Analytics cookies: Google Analytics (GA4) to measure site traffic and usage patterns.
- Third-party cookies: cookies set by third-party services embedded on our site.
You can manage cookie preferences in your browser. For more details, contact us at info@treasuryfy.com.
6. Third-party services and NJ Wealth CRM
We use trusted third-party services to operate the website and deliver our services. These may include (but are not limited to):
- Google Analytics (GA4) — for website analytics and performance measurement.
- Form providers (e.g., Formspree, Google Forms) — to capture leads and messages.
- NJ Wealth CRM: Some third-party forms or integrations may forward form submissions to NJ Wealth’s CRM system to enable account servicing, KYC onboarding or advisor follow-up. By submitting information, you agree that your data may be processed by NJ Wealth for the purposes of account management and service delivery. NJ Wealth is a separate data controller / processor for the data they receive. For details about NJ Wealth’s data handling practices, please review NJ Wealth’s privacy documentation or contact us and we will facilitate the information.
We recommend that you review the privacy policies of these third parties. We do not control their privacy practices.
7. Data retention
We retain personal information only as long as necessary to fulfil the purposes outlined in this policy (for example, to respond to your inquiry or as required for legal and regulatory purposes). Specific retention periods depend on the nature of the data and the reason for processing; if you require details about retention for a particular dataset, contact us at info@treasuryfy.com.
8. Security
We implement reasonable technical and organizational measures to protect personal information against unauthorized access, loss, misuse or alteration. However, no method of transmission or storage is 100% secure — if you suspect a security breach, please notify us immediately at info@treasuryfy.com.
9. Your rights
Depending on applicable law, you may have rights regarding your personal information, including the right to:
- Request access to the personal data we hold about you.
- Request correction or deletion of your personal data.
- Object to or restrict certain kinds of processing.
- Request portability of your data in a commonly used format.
To exercise your rights, contact us at info@treasuryfy.com. We will respond to legitimate requests in a timely manner and in accordance with applicable law.
10. Sharing and disclosure
We do not sell personal information. We may share personal data with:
- Service providers who perform services on our behalf (hosting, analytics, CRM).
- Regulatory or legal authorities if required by law or to protect our rights.
- Partners (such as NJ Wealth) to the extent necessary to provide services you request.
11. International transfers
Some third-party services (e.g., analytics) may transfer or store data outside India. When data is transferred internationally, we rely on appropriate safeguards and contractual protections. Contact us for details about specific transfers.
12. Children
Our services are not directed at children under 18. We do not knowingly collect personal information from children. If we learn that we have collected such information, we will delete it promptly. If you believe a child’s information has been submitted to us, please contact info@treasuryfy.com.
13. Updates to this policy
We may update this Privacy Policy from time to time. When we make material changes, we will update the effective date above and, where appropriate, notify users by posting a prominent notice on the site or sending an email to subscribers.
14. Contact us
If you have questions about this Privacy Policy or our privacy practices, contact:
Treasuryfy
Proprietor: Afroz Alam
Office: Bhikanpur, Gumti No - 3, Near Hatia, Bhagalpur - 812001, Bihar, India
Email: info@treasuryfy.com
This Privacy Policy is designed to be clear and transparent. It does not create any contractual rights beyond applicable law. For legal advice about privacy compliance, consult a qualified professional.