Universal Trustees Private Limited

www.universaltrustees.co.in

About Universal Trustees Private Limited (‘Universal Trustees’) ‘Universal Trustees’ is a Professional Estate Planning, Trusteeship and Executor Company offering its Services in India to resident and non-resident families, corporates and charities. ‘Universal Trustees’ objective is to assist families in preservation of wealth, addressing the needs of the special members, protecting and sheltering wealth from unfortunate events, orderly intergenerational succession and inheritance of assets and family businesses, and meeting similar other objectives. ‘Universal Trustees’ is backed by institutions of impeccable reputation, provides global reach and global best practices and aims to provide institutional trusteeship services which can provide a much-needed continuity which individual trustees are not able to provide. The mission is to provide customized, personalized, systems-based, Executor and Trustee Services through a corporate entity in a confidential environment. Our Promoters Mr. Pradip Shah (ex-Founder MD of CRISIL), Mr. Dileep Choksi (ex-Managing Partner India of Deloitte India) family along with ICICI Bank Group, Lombard Odier Darier Hentsch (a 200-year-old Swiss private bank), and CIM Group (one of Mauritius' largest financial service providers) as the institutional shareholders. Our Range of Services I. Advisory for Estate & Succession Planning II. Advisory, Drafting & Administration of Private and Public Trusts III. Acting as a Corporate Trustee in the Private Trusts. IV. Advisory and drafting of Family Charter document. V. Advisory and Drafting of Wills. VI. Acting as Corporate Executor to the Wills.

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About Universal Trustees Private Limited (‘Universal Trustees’) ‘Universal Trustees’ is a Professional Estate Planning, Trusteeship and Executor Company offering its Services in India to resident and non-resident families, corporates and charities. ‘Universal Trustees’ objective is to assist families in preservation of wealth, addressing the needs of the special members, protecting and sheltering wealth from unfortunate events, orderly intergenerational succession and inheritance of assets and family businesses, and meeting similar other objectives. ‘Universal Trustees’ is backed by institutions of impeccable reputation, provides global reach and global best practices and aims to provide institutional trusteeship services which can provide a much-needed continuity which individual trustees are not able to provide. The mission is to provide customized, personalized, systems-based, Executor and Trustee Services through a corporate entity in a confidential environment. Our Promoters Mr. Pradip Shah (ex-Founder MD of CRISIL), Mr. Dileep Choksi (ex-Managing Partner India of Deloitte India) family along with ICICI Bank Group, Lombard Odier Darier Hentsch (a 200-year-old Swiss private bank), and CIM Group (one of Mauritius' largest financial service providers) as the institutional shareholders. Our Range of Services I. Advisory for Estate & Succession Planning II. Advisory, Drafting & Administration of Private and Public Trusts III. Acting as a Corporate Trustee in the Private Trusts. IV. Advisory and drafting of Family Charter document. V. Advisory and Drafting of Wills. VI. Acting as Corporate Executor to the Wills.

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Country

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City (Headquarters)

Mumbai

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Employees

11-50

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Founded

2010

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Potential Decision Makers

  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Operations Executive at Universal Trustees Private Limited

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    Phone (***) ****-****
  • Head - Legal

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  • Assistant Manager - Accounts and Operations

    Email ****** @****.com
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