IDFC FIRST WEALTH

[Naman@Jain]

Hi
I want to ask after transfering 10L , how much time i should take to contact customer care of idfc bank for wealth upgrade for example I transferred 10L today i.e 2/4/2024 when should i mail them for wealth upgrade.

 

[quino]

My RM says my account upgraded to wealth which is on attached image. But unable to see it on app and web login. Been more than 3 days after upgrade.

try & see on net banking. for me it took almost 1 week. just 1 week ago.

 

[BVCBVC is verified member.]

try & see on net banking. for me it took almost 1 week. just 1 week ago.

Not visible on NetBanking also.

 

[Vasuki]

View attachment 55179


View attachment 55180

My RM says my account upgraded to wealth which is on attached image. But unable to see it on app and web login. Been more than 3 days after upgrade.

@Vasuki @SSV

Try seeing inside the first rewards
It's been 20 days I can't see on app

But even in my cc mail first select is mentioned

Also u can confirm it via customer care by calling them

 

[quino]

Not visible on NetBanking also.

yae, it takes time to reflect on customer end now-a-days. idfc tech gone shit.

 

[BVCBVC is verified member.]

Try seeing inside the first rewards
It's been 20 days I can't see on app

But even in my cc mail first select is mentioned

Also u can confirm it via customer care by calling them

Where to see that in rewards section?

 

[BVCBVC is verified member.]

yae, it takes time to reflect on customer end now-a-days. idfc tech gone shit.

Okay . . Let me wait for more days to reflect. My RM is confidently saying it’s upgraded and sent image from their portal which shows wealth upgradation.

 

[Vasuki]

Where to see that in rewards section?

 

[BVCBVC is verified member.]

View attachment 55185

Not reflecting there also. 😂😂

 

[Vasuki]

Not reflecting there also. 😂😂

Then your request is upon. Approval.to
Be confirm about upgrade u can call customer care and ask if u r showing wealth customer in thier system

 

[BVCBVC is verified member.]

Then your request is upon. Approval.to
Be confirm about upgrade u can call customer care and ask if u r showing wealth customer in thier system

Okay . .

 

[BVCBVC is verified member.]

Then your request is upon. Approval.to
Be confirm about upgrade u can call customer care and ask if u r showing wealth customer in thier system

9.30am to 6pm.

 

[imdjay]

Okay . . Let me wait for more days to reflect. My RM is confidently saying it’s upgraded and sent image from their portal which shows wealth upgradation.

Sometimes, it takes 4-5 days to reflect everywhere.
Keep checking and trust your RM. Or you can call the customer care team and ask the account variant.

 

[MS R]

View attachment 55179


View attachment 55180

My RM says my account upgraded to wealth which is on attached image. But unable to see it on app and web login. Been more than 3 days after upgrade.

@Vasuki @SSV

upgraded to wealth from?

nee upgrade story share chey bro...

My RM denied wealth upgrade / but instead processed select ...

 

[Vasuki]

9.30am to 6pm.

Arey 🙂 😁 😁

Idfc is 24*7 call available .
So is case with kotak

 

[Random123]

Try seeing inside the first rewards
It's been 20 days I can't see on app

But even in my cc mail first select is mentioned

Also u can confirm it via customer care by calling them

Thanks, the mail and rewards platform is now showing Wealth while mobile and net banking still show Select.
Also Wealth virtual DC was present in the debit cards section
Request for upgrade was taken last Friday. The SR still shows open though and no deliverables are present as of now

Regarding the first txn benefits, can we use the DC for buying amazon gift card worth 1K in amazon ? Thanks

 

[Random123]

upgraded to wealth from?

nee upgrade story share chey bro...

My RM denied wealth upgrade / but instead processed select ...

I can share my details. Have 10L parked for some other purpose since last 1 month.
RM initially said now you need to maintain that balance for 6 months or 3 months with some investment like ULIP
Luckily I read post where they mentioned to raise support request (sorry forgot the post link). Did the same and got call back from different RM and immediately raised request upgrade to wealth. They were also mentioning upgrade to wealth CC can be done once this is completed.
They did ask about investments but atleast were also considering our point of view.
Unfortunately don't have any need for any insurance / investment from them at this point of time but would be willing to reach out now after this experience.

 

[MS R]

I can share my details. Have 10L parked for some other purpose since last 1 month.
RM initially said now you need to maintain that balance for 6 months or 3 months with some investment like ULIP
Luckily I read post where they mentioned to raise support request (sorry forgot the post link). Did the same and got call back from different RM and immediately raised request upgrade to wealth. They were also mentioning upgrade to wealth CC can be done once this is completed.
They did ask about investments but atleast were also considering our point of view.
Unfortunately don't have any need for any insurance / investment from them at this point of time but would be willing to reach out now after this experience.

I parked 5 lakhs for a month and offered to park 10 lakhs or more if my RM upgraded me to a wealth account. Instead, he tried selling various investment plans, which was frustrating since I wanted a wealth account. He is not helpful to me.

please share his contact bro ? city / branch

link to change RM

 

[BVCBVC is verified member.]

Arey 🙂 😁 😁

Idfc is 24*7 call available .
So is case with kotak

Posted message after checking only. 😂

 

[BVCBVC is verified member.]

I parked 5 lakhs for a month and reached out to my RM. I said I was willing to park 10 lakhs or more if he was ready to upgrade me to a wealth account, but instead, he was selling all sorts of investment plans like 'Sanchay Par Advantage' and ULIPs, etc. In my mind, I was thinking, 'I want a wealth account; do I need to hear his bullshit?' He is not helpful to me.

please share his contact bro ? city / branch

link to change RM

My RM did it immediately. Transferred funds after confirmation from him.

Transferred on Wednesday and got upgraded on Friday.

 

[MS R]

My RM did it immediately. Transferred funds after confirmation from him.

Transferred on Wednesday and got upgraded on Friday.

can u share his contact bro?

Right now no RM is assigned to me.. so will reach out to him .. and ask for upgrade