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.
Established in 2006, Warmond Trustees and Executors Private Limited (Warmond) is one of India’s oldest independent trustee and fiduciary services company. 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 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.
Objectivity
We are an independent trustee company and our paramount duty is to advice you on your inheritance planning with an unbiased approach. We help you in defining your goals and align the same with your legacy planning.
Expertise
Team with decades of experience in estate planning. Team comprises individuals from different streams i.e. lawyers, management professionals, accountants.
Variety
Have advised families on their onshore and offshore assets and have addressed their estate planning objectives through Wills, Executorship and Private Trusts.
Continuity
We exist to serve families as they journey from generation to generation.