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.