Nazreen. Teacher

I reminisced the time when I met Lata at the most unexpected place - an acquaintance's birthday party. It was a very good coincidence to meet a financial planner at the right timing in my life. Lata has shown such genuine care and concern when I told her about my new marital status - freshly divorced and a mother to 2 young lives. I was not financially savvy so I listened with full focus when Lata started to give advice about my high maintanence car. 'Sell it, Naz.. Or scrap it. You can save much more.' That was the first advice she gave. I heeded her advice. That eased my financial burden a lot. The next thing for my financial freedom was to settle all credit card debts, which I did. I couldn't be more thankful to Lata for the golden advice. She is always offering her help in anything that she sees she can do. The biggest change Lata had for me was to relook at my medical plan I had covered. She was there for me advising me even though I had an insurance policy covering my hospitalisation. It is certainly rare to have someone guide you unconditionally when you need it at the right time right place. Lata was the right financial advisor for me. Eventually she also looked into my children's well being and chose the best option for their medical care policies and education too. I am so grateful for Lata and I would strongly recommend her to anyone who needs genuine advice and wisdom in financial planning . Thanks to Lata, I am able to manage my finances better and carve a more stable future planning for my 2 young lives.

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.

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!

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.

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.

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!