Christel Gomes, Writer & Trainer

I've known Lata for a while now. Lata is warm, caring, and trustworthy. I generally dread working with financial planners but with Lata I feel at ease. I know that she has my best interests at heart, and I trust her advice. At this point, Lata is not only my financial planner, but she has become a good friend as well. Thanks for everything Lata!

Neo Sio Cheng

I came to know Lata only in May 2020. She took over my policies when my agent left. Lata has great customer service and always expeditiously replies my queries. Somehow, she knows I cannot wait for her replies and will immediately handle my queries even when she is about to go into a meeting in two minutes. She will forward links to me and assist me in following up. I know I am not her only client but her urgency to respond to me is ridiculously fast. I and glad Lata won the MDRT award and I believe there will be many more to come. Cheers Lata and continue to feel the pulse of your clients!

Lata

Thank you for trusting me with your family's future.

Daphne Rodrigues

A friend recommended Lata Shamdasani a couple of years ago, and I’m still glad she did. I’ve found Ms Shamdasani’s financial advice beneficial. She is not only well-informed and experienced but also friendly and caring. She checks in now and then and always makes herself available when you need to discuss a policy. I’d say Ms Shamdasani has all the essential qualities you‘d look for in a financial advisor.

Alberto & Clares

Arranging for private medical insurance was a priority for me when I relocated to Singapore for my job. Although I, my wife and children have medical coverage thanks to my job, I was keen to ensure we had private coverage in place too. Lata was good at listening to our concerns and our wishes, and gave us clear, focused advice on what would best suit our needs and situation. She listens intently, has a quick and sharp mind and recommends a good fit in line with needs and concerns, rather than trying to push a product. We have since turned to her for guidance on other concerns too and are happy to recommend her.

Sunita Venkataraman, Senior Vice President & Group Head, Research & Insights

Lata has been a friend and my wealth planner for about 8 years now. I really enjoy my sessions with her since she is really well read and stays updated on markets and the global economies. Her suggestions are never given lightly and she always provides options that we discuss and then decide. She is always available to me and her other clients, and if ever I need her urgently, she always finds the time to meet with me. She's one of the warmest, kindest people I know and is always thinking about what's best for her clients, even at personal cost to herself. I would recommend Lata's services to anyone without hesitation.