Terentia

ABOUT US

ॐ पूर्णमदः पूर्णमिदं पूर्णात् पूर्णमुदच्यते। पूर्णस्य पूर्णमादाय पूर्णमेवावशिष्यते॥

“The complete is complete in every sense; even a small part of complete is complete in itself.”

In the business of preserving legacies, we are a consulting company specialising in Legacy Planning, that includes Estate & Succession Planning and Family Business Succession Planning. With a committed team of experts, network of resources and structured processes we offer an entire support system for individuals and business houses in need for preserving and bequeathing the wealth they have spent a lifetime or lifetimes creating.

Estate & Succession Planning

Making sure that your estate passes on to your intended beneficiaries as smoothly as possible by eliminating the intra family litigations.

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Family Business Succession

Is about putting together well-defined processes, rules and systems that the family should follow in order to preserve the family business

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Our Trust Offerings

The wealth creation cycle can be a complex process that leads us to create a more robust and secure structure – The Trust

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“A legacy is built over a lifetime,
but it deserves to outlive lifetimes,
not just lives.”

To create a reputed and trustworthy organisation that builds security, continuity and reliability
for our esteemed customers and their families to help them lead a risk-free life and leave
behind a legacy that lives beyond lifetimes.

  • Integrity
  • Impartiality
  • Confidentiality
  • Continuity
  • Reliability
  • Legal & Taxation Domain Expertise
  • Estate Planning Expertise
  • Family Business Planning Expertise
  • Immense Experience of Working with 400 plus Families
  • Internationally Benchmarked Set Processes & Systems
  • Committed and Experienced Team

FAQ's - TO HELP YOU LEARN MORE

Frequently Asked Questions helps you to build your legacy with complete information relevant to every section as required by Indian Government rules and regulations. We are constantly updating our FAQs to help our Subscriber feel confident & happy to build their legacy to empower their family members.

What is a Will?
Who can write a Will?

Anyone who has assets and thinks they are valuable & precious could write a will.

  • He should be a Major
  • Should have a sound disposing mind.
  • Should not otherwise be debarred from making a will.
Why should I write a Will?
  • A will is the only way you can ensure how and in what proportion you want your assets to be distributed to the beneficiaries after you.
  • It is not about the value of assets you have; it is about ensuring that your hard-earned assets are passed on to your next generation hassle free.
  • A will can also be used to appoint a guardian to look after children until they can look after themselves.
  • A will also allow you to choose a person to manage the distribution of your assets. This person is called an executor. If you do not have a will, your assets are distributed by a court-appointed person called an administrator.
  • Eliminate the hassles of the law having to distribute your assets to legal heirs if you die intestate (without leaving a will behind)
  • If one was not aware of death and the risks attached to it, then Insurance would not have existed. Insurance is must, so is Will.

Management Team

Sandeep Nerlekar

Founder & MD

Dipti Kotak

Co-Founder & COO

PHILANTHROPY

Organ donation is the highest form of giving.

ARTICLES

Get our latest thinking on the biggest opportunities and most challenging issues facing managers today.

Family Businesses -History Repeats itself – Part II

Must explain to you how all this mistaken idea of denouncing pleasure and praising pain was born and I will give ut you a complete…

Terentia

Family Business – History Repeats Itself – Part I

Must explain to you how all this mistaken idea of denouncing pleasure and praising pain was born and I will give ut you a complete…

Terentia

I won’t write a WILL – My family won’t fight!

Must explain to you how all this mistaken idea of denouncing pleasure and praising pain was born and I will give ut you a complete…

Terentia

TERENTIA IN THE MEDIA

See what the media have to say about us & our work

PARTNER WITH US

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