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.

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.

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.

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.

Lata

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

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.