Watch & Learn
How to tell when an investment is being mis-sold to you
Mis-selling is when a product is sold to you with half the truth, or in a way that does not suit your real needs — it benefits the seller more than it helps you. Insurance sold as an investment plan is the common example, because insurance exists for protection, not for wealth building.
Yashika Malhotra·Associate Vice President - Investments·31 July 2025·1 minute 17 seconds
What this covers
Three signals recur. You are told to decide today. You are promised guaranteed high returns. And nobody asks about your goals or your financial situation before recommending anything. Any one of them is enough to slow the conversation down.
The counter is three questions asked of yourself, not of the seller: is this right for my goals, is it easy for me to understand, and what level of risk am I actually willing to take. Mis-selling depends on confusion, so clarity is the defence.
The right investment expert puts your interest first — and will not need urgency or a guarantee to make the case.
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