• 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

  EXPERTISE

  VARIETY

  CONTINUITY

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.

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  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…
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• 

  Wills & Executorship

  At Warmond, we offer one of the simplest means of guaranteeing peace of mind for both you and your loved ones…
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  Private Trusts

  Globally, private trusts are widely used as an effective tool for estate and succession planning…
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  Trust Administration

  Managing and administering assets under the trust, keeping books and accounts, administering investments…
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• 

  ANURADHA SHAH – 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.
• 

  AMIT PATHAK – MD

  Amit has been instrumental in Warmond acquiring Julius Baer’s trust business in India and giving the Company a new shape and direction.

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Our Advisors

• 

  RAJESH NARAIN GUPTA

• 

  ASHOK SHAH

• 

  JAYENDRA SHAH

Our Partners

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Corporate Office

One Forbes, 6th Floor, DR. V.B. Gandhi Marg, Kala Ghoda, Fort, Mumbai 400023

  022-49116050 / 9757058630
  enquiry@warmond.co.in