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Lata Shamdasani

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
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JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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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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! 😘

Dr Granville Ed D’Souza. Author/Leadership Speaker/ EQ & Resilience Facilitator & Coach. CEQ Asia P L

Lata has been one of the most sincere and authentic financial consultants I have met. Having purchased quite a number of policies in the past, I was put in a position to transfer my policy to be placed under her care. She diligently showed me how I could save on my policy, detect what I needed at this stage of my life with great clarity and consult me on what aspects can be replaced. Her knowledge about the company’s products is unmatched when I compare her with others I have dealt with in the past. Her kind, pleasant disposition and patience is a reason I feel she has scaled to where she is now. I have total clarity about my medical needs and wellbeing now and with her instant replies, I now know I am in good hands.

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.

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.

Alicia Ng

I recently moved back to Singapore after 9 years and getting insured was a big priority. After dealing with various insurers and independent financial consultants, I was left frustrated and confused, until I met Lata. What struck me the most was her ability to truly listen to my needs, and her passion and determination in helping me find the right solutions. Lata has been professional, punctual, consistent, genuinely warm, caring and empathetic throughout our journey, and we have become friends along the way. She really knows her stuff and I am now happily insured, and feeling much more secure about my future. It is not an understatement to say that Lata has helped me sleep better at night and I highly recommend her and Prudential for all your financial needs.

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.