Thursday, December 30, 2010

Latest Investment Product Scam

While the details are still coming out, it appears that a Relationship Manager of the bank offered his own investment product to the bank's clients, as if it was a product of the bank and approved by the regulater.  Kickbacks to officials of investing organisations are also being spoken of.

Based on press reports, the Scam has elements of Misrepresentation, Illegality and Fraud.  Deeper enquiry will show whether Hawala is also involved. 

I suggest that you follow the case closely.  This would be a live example to better understand, the elements of  "MISCHIEF", which I mentioned in my Wealth Engine program. 

Wednesday, December 29, 2010

Concept of Wealth Engine

PEDI-cure, MANI-Cure, CASTLE and MISCHIEF are part of the concept of Wealth Engine.  These are pointers towards skill set requirements for Wealth Managers and people managing their own wealth.  Read all about this in

Sunday, December 26, 2010


Participants in my WealthEngine program keep asking me if there is a site that can help them remain updated on various facets of Wealth Management.

I have created with this in mind. 

This blog is a companion for the website - a forum for Wealth Managers to share experiences and discuss issues that they encounter as part of their work. 

Join the blog to follow the developments.

Wish you a great time in building effective Wealth Engines for yourself and your clients.