Guiding Principles and Tips on Taking Charge of Finances in Our Lives

Lata Shamdasani

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A Monthly Curated Newsletter

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

The Richest Man in Babylon by George S. Clason

Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you.

6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021

Do them before the end of the year.

Freedom from the money culture | Lynne Twist | TEDxBerkeley

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Proudly Brought to You I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
Lata Shamdasani

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Testimonials and Referral Notes

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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!

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.

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.

Jagbir Singh. Productions. Shell

Thanks for guiding me and being the most genuine and sincere person I know. Your help has allowed me personally to see a better life free of financial burdens. Thanks for being more than a advisor but a personal friend. I believe everyone should learn of your approach and know how caring and sweet you are as a person. Sincere thanks to you, Lata.

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.

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!