Dharshini. Compliance Manager

Lata has been a warm, caring and helpful agent to me since 2014. When I needed to make a claim, she stepped in immediately to do the needful and got everything sorted quickly and efficiently. She takes the time to understand my needs before recommending any products to me. I believe that she truly cares for her clients. I would recommend lata without hesitation. Her services are great!

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.

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.

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.

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.