Kavita

I've known Lata since my family and I moved to Singapore. She's been a great help and resource to our family's financial planning. A trusted friend indeed. Do get to know her. Would be great to have a good mind to tap on should you need an objective opinion.I was referred to Lata by a good friend of my husband's and met her for a brief discussion about our financial plans. I must say that having a resourceful & knowledgeable friend to call on can really make a difference. I hope you can avail yourself to get to know her too. Highly recommended. Talk soon! 

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!

Desh Johl. Technical Support. LogicMonitor

Lata has been our financial advisor for the past few years and more importantly a good family friend. She is always willing to provide any assistance at any time of day and helps to clarify all the terms in a manner we can understand. Thanks for your support in helping us better understand our various Insurance policies.

Marife Destajo Labayo. Senior Associate Asia Pacific. Star Private Limited 

For several years Ms Lata has been our Family Insurance Agent. She has shown and provided an exceptional service. Always ready, willing to help and answer questions in times of need. I am glad to know her and to have her as our insurance agent.

Nazreen. Teacher

I reminisced the time when I met Lata at the most unexpected place - an acquaintance's birthday party. It was a very good coincidence to meet a financial planner at the right timing in my life. Lata has shown such genuine care and concern when I told her about my new marital status - freshly divorced and a mother to 2 young lives. I was not financially savvy so I listened with full focus when Lata started to give advice about my high maintanence car. 'Sell it, Naz.. Or scrap it. You can save much more.' That was the first advice she gave. I heeded her advice. That eased my financial burden a lot. The next thing for my financial freedom was to settle all credit card debts, which I did. I couldn't be more thankful to Lata for the golden advice. She is always offering her help in anything that she sees she can do. The biggest change Lata had for me was to relook at my medical plan I had covered. She was there for me advising me even though I had an insurance policy covering my hospitalisation. It is certainly rare to have someone guide you unconditionally when you need it at the right time right place. Lata was the right financial advisor for me. Eventually she also looked into my children's well being and chose the best option for their medical care policies and education too. I am so grateful for Lata and I would strongly recommend her to anyone who needs genuine advice and wisdom in financial planning . Thanks to Lata, I am able to manage my finances better and carve a more stable future planning for my 2 young lives.

Nibedita Khandai. Customer Experience Specialist. Agoda

Special Note for u Lata- A very Big Thank You for showing us the correct path when we were in the midst of difficult time we went through... You were such a gratehelp to us when we need the right person to guide how to go about and overcome the difficult situation. You are really like a ray of hope to people who need you.. Really thanful to you for your understanding and support! 😘