Our Vision

To provide a world class technology infrastructure and support system for financial advisors that helps in client acquisition and client management
in the most seamless way resulting in scaling their practice to new heights ensuring that all rules and regulations are complied with.

Our Mission

To be known as the 1st Choice and the most preferred platform to be used by financial advisors across the country.

About Us

At Mercury Financial we truly believe that platforms have played and would continue to play a very important role in an advisor's
efficiency and effective service. With our expertise in technology and the financial services industry experience we aim at creating an
enabler platform which can support advisory practices with an end to end service execution featureset that is both High Touch and High Tech.