Warmond’s senior management is a group of experienced and dedicated professionals qualified in a wide range of disciplines
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. With her team, she set up the Trust business for Merrill Lynch in India to meet succession and estate planning needs of its high net worth clients. This business formed an integral part of Merrill’s private banking business worldwide.
She has been a part of the estate planning industry for almost two decades and helped shape this industry in India. She has wide experience having worked with ILFS Trust Company and Nishith Desai Associates. As part of her practice, Anu crafts wills, testamentary trusts, revocable living trusts, irrevocable trusts, “special needs” trusts, asset protection trusts and other estate planning structures.
A lawyer by qualification, Anu obtained a bachelors degree in law from Symbiosis Law College, Pune.
Amit has been instrumental in Warmond acquiring Julius Baer’s trust business in India and giving the Company a new shape and direction.
He has over 15 years’ experience in advising high net-worth families on their estate and succession planning needs. Prior to taking charge at Warmond, Amit was Director, Wealth and Tax Planning at Julius Baer.
Amit graduated from Symbiosis Society’s Law College and holds a B.S.L. LL. B degree. He has wide experience in private banking and estate planning with his stints at Merrill Lynch and IL&FS Trust Company in the past.
In addition to areas of wills and trusts, Amit has a broad range of experience in developing and implementing both simple and complex estate planning structures. He has advised numerous clients on their domestic and international estate planning needs, including developing plans for multi-jurisdictional assets and citizenship concerns.