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Company History

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Company History

Universal Trustees was incorporated on August 3, 2010, and commenced operations in January 2011. The company was founded by notable financial experts Dileep Choksi and Pradip Shah, in collaboration with its initial institutional shareholders, which included ICICI Bank Group and Lombard Odier Darier Hentsch & Cie, Switzerland, along with other key stakeholders such as CIM Financial Services, Mauritius. These entities not only contributed to the initial capital structure but also brought significant expertise and credibility to the organization, establishing it as a trusted name in the trusteeship services sector. The involvement of such prominent institutions highlights the collaborative foundation upon which Universal Trustees was built.
These entities not only contributed to the initial capital structure but also brought significant expertise and credibility to the organization, establishing it as a trusted name in the trusteeship services sector. The involvement of such prominent institutions highlights the collaborative foundation upon which Universal Trustees was built. The journey began with an exclusive focus on providing estate and succession planning services to ICICI Bank’s clients during its first three years of operation. This initial exclusivity allowed Universal Trustees to gain confidence and develop the ability to manage a wider scale by refining its processes and building a robust service framework. As the organization matured and its reputation for excellence grew, it opened its doors to a broader audience, catering to clients across the financial sector and expanding its service offerings.

Mission

Universal Trustees aims to be the preferred partner in managing, protecting, and growing wealth for individuals, families, and institutions. By offering innovative and tailored trusteeship solutions, it ensures seamless succession planning, effective asset management, and strict adherence to legal and regulatory frameworks. Rooted in the principles of integrity, confidentiality, and professionalism, Universal Trustees delivers excellence in trust administration, estate planning, and corporate fiduciary services. Its mission is to safeguard client interests while fostering financial security and legacy preservation. As a forward-thinking organization, Universal Trustees continuously adapts to evolving client needs, building long-term relationships based on trust, ethical practices, and a commitment to delivering sustainable value for its stakeholders.

Vision

Universal Trustees envisions being a leader in trusteeship services, setting the benchmark for trust, transparency, and innovation in the financial and estate planning industry. It aspires to empower individuals, families, and organizations by offering bespoke solutions that ensure seamless wealth transfer, asset protection, and long-term legacy preservation. Guided by a vision of excellence, Universal Trustees aims to be synonymous with reliability and integrity, creating lasting relationships based on mutual respect and trust. By embracing technology, fostering expertise, and maintaining a client-centric approach, it strives to shape the future of trusteeship services while contributing to the financial well-being of its stakeholders.

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