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!

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! 😘

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!

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!

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.