| Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds. | | Financial Lessons From Mom That Built A Lasting Legacy Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom. | | Mother's Love for a Boy A Mother's love and upbringing can help change the destiny of a child. A story of Thomas Edison that you may not know about. | | Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB  | | 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 | | | | | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.
© Lata Shamdasani, All rights reserved. | |  | | LIN Longyi. Program Manager. ST Engineering Aerospace Ltd Lata is a sincere and passionate financial planner that helps me to work out my financial needs and goals. With her help, I was able to have a peace of mind when unfortunate events occur. In addition, Lata also adviced and helped set up my long term investment plans. | |  | | 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!
| |  | | Marijohn Sampson There are many insurance and financial consultants out there. So generally speaking, buying an insurance policy these days is not a difficult task. However, I found that having an financial consultant that listens to me, that accurately identifies my needs, that understands me and provides me with the right vehicles to secure my future, is an extremely daunting task.
Fortunately, I found a planner that has all the above traits and is a very hard worker; Lata Shamdasani.
I have recently purchased insurance policies through Lata. She explained to me in detail, the different offers from different perspectives. Very honestly, Lata explained to me what was covered and -more importantly- what was not covered.
I know that Lata has put forth a lot of effort and time to compile a policy that suits my needs. I am
truly grateful for all the help and knowledge Lata has provided and I know that Lata will be a great
help to anyone who wants to secure their future. | |  | | 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. | |  | | 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! | |  | | 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. | | | | |
