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Estated Planning

About

HISTORY

Established in 2006, Warmond Trustees and Executors Private Limited (Warmond) is one of India’s oldest independent trustee and fiduciary services companies.

Warmond offers holistic, innovative, and tailor-made solutions to its clients keeping in mind the requirements/ objectives of such clients.

VISION

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

ACQUISITION

In 2016, Warmond acquired Julius Baer Trustees (India) Limited – formerly known as DSP Merrill Lynch Trust Services Limited making it the first acquisition in the space of trusteeship and estate planning wherein a domestic company acquired the business of a multi-national company. Post this acquisition, Warmond has become one of the largest players in the space of estate and succession planning in India.

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

ACQUISITION OF JULIUS BAER’S TRUST COMPANY

In 2016, Warmond acquired Julius Baer Trustees (India) Limited – formerly known as DSP Merrill Lynch Trust Services Limited making it the first acquisition in the space of trusteeship and estate planning wherein a domestic company acquired the business of a multi-national company. Post this acquisition, Warmond has become one of the largest players in the space of estate and succession planning in India.

Services

Estate Planning

An estate plan allows you to direct the manner in which your property will be distributed after your demise. 

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 has been one of the pioneers of the Estate and Succession Planning practice in India with over two decades of experience in space.

AMIT-PATHAK

AMIT PATHAK – MD

Amit is a lawyer by qualification and has nearly two decades of experience in advising high net-worth families on their estate and succession planning needs.

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

1303 & 1304, 13th Floor, Lodha Supremus, Dr. E Moses Road, Worli Naka, Mumbai 400018.

  022-49116050

    9757058630

 enquiry@warmond.co.in

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