Families who have built lasting wealth need a financial partner who understands that responsibility. At Mercur, we combine product expertise, regulatory discipline, and a long term commitment to your interests. Our work is straightforward. We find the right products for your family and stay accountable to that over time.
Mercur Investments & Holdings Private Limited is a registered financial products distributor. We are not a fund house. Our role is to find and place the right products for each family we work with — independently, without alignment to any single AMC or insurer.
We work with HNI families, business promoters, and multi-generational households across India. Our advisors are certified professionals who take a long term view on every client relationship.
Speak with an advisorAccess to a wide range of mutual fund products across leading AMCs — spanning active, passive, and direct strategies — to suit varying investment objectives and time horizons.
Facilitated access to SEBI-registered portfolio managers — spanning a range of styles and mandates — for families seeking professionally managed, concentrated equity strategies.
Facilitated access to SEBI-regulated Alternative Investment Funds across categories — for families with an appetite for private market exposure and longer investment horizons.
Access to regulated instruments beyond traditional markets — suitable for families seeking diversification across real assets, sovereign instruments, and structured opportunities.
Access to India-domiciled products with international exposure — suitable for families with global interests or NRI members seeking India-linked international diversification.
Access to a range of fixed income instruments — suited to families managing liquidity requirements, regular income needs, or capital preservation objectives.
Access to life, health, and protection products through IRDAI-licensed insurers — for families seeking comprehensive cover appropriate to their financial responsibilities.
Access to long-term income and pension products — for families transitioning toward financial independence, regular income, and intergenerational continuity.
A coherent, consolidated view of the family's financial holdings across products and providers — supporting clarity, continuity, and long-term oversight.
Managing significant wealth requires more than good intentions. It demands discipline, product knowledge, and a consistent presence over time. We bring together regulatory competence, broad product access, and a quiet, long term commitment to your family's financial wellbeing.
We are independent. Not aligned to any AMC, insurer, or product provider. Our role is to serve your family's interests — and nothing else.
Not aligned to any fund house or insurer. Every product placed is in your interest alone.
AMFI, NISM, and IRDAI certified professionals — qualified to support informed product decisions at every scale.
Your financial situation is handled with the confidentiality and care it deserves, always.
Your relationship manager stays with you. No handovers, no churn, no starting over.
Clear on how we work, what we distribute, and how we are compensated. Always.
We stand behind every product we place. Your outcomes matter to us — not just the transaction.
A private, no-obligation conversation with a senior team member to understand your family's financial situation and what you are looking for.
We take the time to understand your family's financial situation, priorities, and the products that may be relevant to your circumstances.
We handle the formalities — KYC, documentation, and account setup — with minimal burden on your time.
We stay in regular contact — sharing relevant product updates, portfolio statements, and information to support your ongoing decisions.
We work with a limited number of families. Your relationship manager is available, consistent, and focused on one thing — your family's long term financial interests.
We support families in thinking through the financial dimensions of generational transition — ensuring the right products, structures, and documentation are in place for the next generation.
We are available for a private conversation at your convenience. Please write to us at info@mercur.co.in and a senior member of our team will respond personally and in confidence.
Mercur Investments & Holdings Private Limited is registered with AMFI as a Mutual Fund Distributor (ARN-194189) and with APMI as a registered member (APRN-01388). Insurance products distributed through IRDAI-licensed partners. Mutual fund investments are subject to market risks. Past performance is not indicative of future returns. Please read all scheme information documents (SID), key information memorandum (KIM), and statement of additional information (SAI) carefully before investing. This website is for informational purposes only and does not constitute investment advice.