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.

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.

Kavita

I've known Lata since my family and I moved to Singapore. She's been a great help and resource to our family's financial planning. A trusted friend indeed. Do get to know her. Would be great to have a good mind to tap on should you need an objective opinion.I was referred to Lata by a good friend of my husband's and met her for a brief discussion about our financial plans. I must say that having a resourceful & knowledgeable friend to call on can really make a difference. I hope you can avail yourself to get to know her too. Highly recommended. Talk soon! 

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!

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.