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Plan today to secure the future of your next generation

About

History

Warmond means “Your True Guardian”. Our only allegiance is to you. We are an independent fiduciary services company providing our clients with innovative, tailor-made estate planning solutions keeping in mind their particular requirements. While doing so we have at all times maintained the highest standards of integrity and professional ethics.

Vision

To be the preferred and most respected estate planning organization in India that provides holistic and integrated services.

RECENT ACQUISITION

On 16th March 2016, Warmond acquired Julius Baer Trustees (India) Limited formerly known as DSP Merrill Lynch Trust Services Limited (DSPMLTS) making it the first acquisition in the space of trusteeship and estate planning wherein a domestic company has acquired the business of a multi-national company. Post this acquisition, Warmond has become one of the largest players offering such service in the country.

WHAT MAKES US DIFFERENT

Executorship

OBJECTIVITY

Trusts-In-India

EXPERTISE

VARIETY

CONTINUITY

Values

Our values reinforce everything we do. They shape the way we think and work with each other and our stakeholders. Our values are as follows

value-infograph

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Acquisition

OUR RECENT ACQUISITION OF JULIUS BAER’S TRUST COMPANY

On 16th March 2016, Warmond acquired Julius Baer Trustees (India) Limited formerly known as DSP Merrill Lynch Trust Services Limited (DSPMLTS) making it the first acquisition in the space of trusteeship and estate planning wherein a domestic company has acquired the business of a multi-national company. Post this acquisition, Warmond has become one of the largest players offering such service in the country.

Services

Estate Planning

An estate plan allows you to CHOOSE your beneficiaries and DIRECT the manner in which your property shall be bequeathed to them after you…  

Wills & Executorship

At Warmond, we offer one of the simplest means of guaranteeing peace of mind for both you and your loved ones…

Private Trusts

Globally, private trusts are widely used as an effective tool for estate and succession planning…

Trust Administration

Managing and administering assets under the trust, keeping books and accounts, administering investments…

Management

ANURADHA-SHAH

ANURADHA SHAH – MD & CEO

Anuradha headed Wealth and Tax Planning for Julius Baer in India prior to joining Warmond. She played a key role in the acquisition of Julius Baer’s trust business by Warmond.

AMIT-PATHAK

AMIT PATHAK – MD

Amit has been instrumental in Warmond acquiring Julius Baer’s trust business in India and giving the Company a new shape and direction.

Our Advisors

RAJESH NARAIN GUPTA

ASHOK SHAH

JAYENDRA SHAH

Our Partners

Media

DNA – March 22, 2017

Business Standard – January 22, 2017

INDIA BUSINESS JOURNAL – October, 2016

India Today – August 25, 2016

DNA – August 30, 2016

Business – Standard – August 25, 2016

 Live Mint – May 17, 2016

Contact US

Corporate Office

One Forbes, 6th Floor, DR. V.B. Gandhi Marg, Kala Ghoda, Fort, Mumbai 400023.

  022-49116050

    9757058630

  service_warmond@warmond.co.in

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