The decisions of today, Become road Maps for the future

Plan today to secure the future of your next generation

About Us

  • 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

    OBJECTIVITY
    CAPABILITY
    VARIETY
    CONTINUITY

 

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Value

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…

EzeeWill

Our joint venture with NSDL e-Governance

www.ezeewill.com

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Customise Your Will, The way you wish. Do it yourself   Make a will >>

 

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Management

  • ANURADHA SHAH – MD AND 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 – MD

    Amit has over a decade’s experience in advising wealthy families on their estate & succession planning needs. Prior to taking charge at Warmond, Amit was Director, Wealth and Tax Planning at Julius Baer.

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Our Advisors

  • RAJESH NARAIN GUPTA
  • ASHOK SHAH
  • JAYENDRA SHAH

 

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Our Partners

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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

The decisions of today, Become road Maps for the future

The decisions of today, Become road Maps for the future

Plan today to secure the future of your next generation

Plan today to secure the future of your next generation

Contact US

Corporate Office

One Forbes, 2nd Floor, DR. V.B. Gandhi Marg, Kala Ghoda, Fort, Mumbai 400023

  022-40285151 /2
  service_warmond@warmond.co.in

 

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