Value Creator, Natural Leader, Effective Strategist and New Initiative Specialist—Many sobriquets define Sandeep Nerlekar. Expertise in designing and drafting family arrangements, setting up of private trusts and asset protection structures, family offices & private banking. He brings in 28 years of rich experience in Banking, Family Business Consulting, Estate Planning and Private Banking.
He is a Family Business and Estate Planning industry Expert. He is a certified Family Business advisor and qualified TEP (Trust and Estate Practitioner) and a full member of STEP (Society of Trust and Estate Practitioners) & FFI (Family Firm Institute). He is a Senior Banking Professional with extensive client, product, emerging markets, credit risk management experience and a track record in leading a private banking team with strong skills in client acquisition and building relationships.
In last 15 years of he has advised more than 450 Business families in the area of family business and succession planning. He has extensively worked with these families in designing and drafting family arrangements, setting up of private trusts and asset protection structures, family offices. He has been invited to address as Keynote speaker at various business group forums on ‘Family Business & Succession planning’. In addition, some of the prominent banks and wealth advisory companies offer Terentia’ s services to their HNI clients.
Before setting up Terentia, he co-founded Centurion Trust Company, traded under the name of CERMA which was a Trusteeship and private banking offering from Centurion Bank of Punjab. He was one of the key people involved in the complete product, process and sales setup of Centurion Trust Company. Prior to starting out on his own, he was the Product Head – Private Banking at HDFC Bank Ltd and Head-Priority Banking at Centurion Bank of Punjab. He started off his career in 1996 as a Retail Assets Manager in ISFS.
He is a MBA with specialization in Finance from Pune University (1994 – 1996) and an alumnus of BMCC College, Pune where he did his Graduation in Commerce (1991 – 1994). He is an AMFI Certified Mutual Funds Advisor and Certified Wealth Management Advisor (American Association of Financial Management).