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Submitted URL: http://warmond.co.in/
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Submission: On March 15 via manual from SA — Scanned from DE
Effective URL: https://warmond.co.in/
Submission: On March 15 via manual from SA — Scanned from DE
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Skip to content Menu * About * Values * Acquisition * Services * Management * Media * Contact US Previous The decisions of today, Become road Maps for the future Plan today to secure the future of your next generation Estated Planning Next * 1 * 2 * 3 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 OBJECTIVITY EXPERTISE VARIETY CONTINUITY Read More 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 Save 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. Read More Wills & Executorship At Warmond, we offer one of the simplest means of guaranteeing peace of mind for both you and your loved ones… Read More * Private Trusts Globally, private trusts are widely used as an effective tool for estate and succession planning… Read More * Trust Administration Managing and administering assets under the trust, keeping books and accounts, administering investments… Read More MANAGEMENT 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 – 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. Read More Our Advisors RAJESH NARAIN GUPTA ASHOK SHAH JAYENDRA SHAH Know More Our Partners Know More MEDIA MUMBAI BASED WARMOND TRUSTEES & EXECUTORS TO BUY JULIUS BAER’S TRUST SERVICES BUSINESS THE ECONOMIC TIMES – JULY 28, 2016 EMERGENCE OF ESTATE AND SUCCESSION PLANNING IN INDIA COVERAGE IN FORTUNE- DECEMBER 2021 BUILD TRUST TO KEEP HOLDINGS INTACT DNA – MARCH 22, 2017 PROTECTORS – IN A PRIVATE TRUST BUSINESS STANDARD – JANUARY 22, 2017 ANURADHA SHAH’S INTERVIEW INDIA BUSINESS JOURNAL – OCTOBER, 2016 TAKE THE ‘TRUST-ED’ ROUTE TO SECURE CHILD’S FUTURE OUTLOOK MONEY – MARCH 02, 2017 NSDL, WARMOND EXPAND TO OFFER TRUST SERVICES INDIA TODAY – AUGUST 25, 2016 ONLINE SUCCESSION PLANNING GETS BETTER DNA – AUGUST 30, 2016 NSDL,WARMOND EXPAND TO OFFER TRUST SERVICES, ESTATE PLANNING BUSINESS – STANDARD – AUGUST 25, 2016 PLANNING FOR GRANDCHILDREN LIVE MINT – MAY 17, 2016 MUMBAI BASED WARMOND TRUSTEES & EXECUTORS TO BUY JULIUS BAER’S TRUST SERVICES BUSINESS THE ECONOMIC TIMES – JULY 28, 2016 EMERGENCE OF ESTATE AND SUCCESSION PLANNING IN INDIA COVERAGE IN FORTUNE- DECEMBER 2021 BUILD TRUST TO KEEP HOLDINGS INTACT DNA – MARCH 22, 2017 PROTECTORS – IN A PRIVATE TRUST BUSINESS STANDARD – JANUARY 22, 2017 ANURADHA SHAH’S INTERVIEW INDIA BUSINESS JOURNAL – OCTOBER, 2016 TAKE THE ‘TRUST-ED’ ROUTE TO SECURE CHILD’S FUTURE OUTLOOK MONEY – MARCH 02, 2017 NSDL, WARMOND EXPAND TO OFFER TRUST SERVICES INDIA TODAY – AUGUST 25, 2016 ONLINE SUCCESSION PLANNING GETS BETTER DNA – AUGUST 30, 2016 NSDL,WARMOND EXPAND TO OFFER TRUST SERVICES, ESTATE PLANNING BUSINESS – STANDARD – AUGUST 25, 2016 PLANNING FOR GRANDCHILDREN LIVE MINT – MAY 17, 2016 MUMBAI BASED WARMOND TRUSTEES & EXECUTORS TO BUY JULIUS BAER’S TRUST SERVICES BUSINESS THE ECONOMIC TIMES – JULY 28, 2016 CONTACT US CORPORATE OFFICE 1303 & 1304, 13TH FLOOR, LODHA SUPREMUS, DR. E MOSES ROAD, WORLI NAKA, MUMBAI 400018. 9757058630 ENQUIRY@WARMOND.CO.IN Save Save © 2023 Warmond Trutees & Executors Pvt. Ltd