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.

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.

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.

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.

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.

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!