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.

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!

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.

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.

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.

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.