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Lata Shamdasani

In Touch

A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

 
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10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

 
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What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

 
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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! 😘

Lata

Thank you for trusting me with your family's future.

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.

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.

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.