ICICI Wealth Management Account Holders please share your experience.

[TheTrickySid]

What's the MAB you guys maintaining in your Wealth management account.

And what's would be the ideal mab to prevent it from getting downgraded.
Or any tips to avoid getting the account downgraded without maintaining mab.

 

[devsfinance]

Not common

Ignore the call.

Should it be regarding a downgrade or something? As he has just told me to add funds and not to buy anything else?

 

[SSV]

Should it be regarding a downgrade or something? As he has just told me to add funds and not to buy anything else?

What is you MAB shown in your net banking, it usually shows 0.. if it is 0, then no downgrade

 

[devsfinance]

What is you MAB is shown in your net banking, it usually shows 0.. if it is 0, then no downgrade

As far as I recall it was 0 only, Do we have option to check it on app? as I can’t check currently on net banking.

 

[SSV]

As far as I recall it was 0 only, Do we have option to check it on app? as I can’t check currently on net banking.

Not sure about App.. net banking definite

 

[varun__goel_]

As far as I recall it was 0 only, Do we have option to check it on app? as I can’t check currently on net banking.

Yes go to statement>more opt> monthly avg details

 

[Akashn]

I received a call from my RM to add funds in the account. How common is it? I had opened the account 1.5-2 months ago. Currently MAB is more than 50k.

Maybe coz of quarter end.

 

[SSV]

As far as I recall it was 0 only, Do we have option to check it on app? as I can’t check currently on net banking.

Not sure about App.. net banking definite

found the way to look for MAB in the iMobile App.
1)Select your SB account,
2) click on 'Statement ' and
3) click on 'More Options ' and
4)Cilcik on 'Monthly Average Balance Details"
5) select the some date range and click on "Submit"

 

[palen]

As far as I recall it was 0 only, Do we have option to check it on app? as I can’t check currently on net banking.

 

[shutapdiya]

Maybe coz of quarter end.

Most likely

 

[devsfinance]

I just checked the app and yes it is showing as 0 MAB only. Now I am more clueless about the call.

 

[varun__goel_]

I just checked the app and yes it is showing as 0 MAB only. Now I am more clueless about the call.

The call might be just bcoz you hold a premium acc. Though it's a zero bal acc, but bank expects to mantain a good relation

 

[SSV]

I just checked the app and yes it is showing as 0 MAB only. Now I am more clueless about the call.

Don't worry. Nothing happens.
It's quarter end frenzy

 

[samm255]

Now I am more clueless about the call.

Bhai, ab aap ameer logo ki shreni me aate hain to bank to aapko call karega hi.

 

[Paritosh]

Try talking to your BM before you request to close. Ask them if they can upgrade to "wealth management" account. You can promise them that you'll keep 1L+ amount for 2-3 months atleast.
Otherwise tell them that you'd immediately shift your account and business away.

It's QTR end, pretty sure they would not like losing a customer.
If nothing else, I suppose they would offer you a new wealth management account then and there, if you're interested

Will they provide a new kit which includes new DC, cheque book, pouch for wealth upgrade?

 

[saucy]

Will they provide a new kit which includes new DC, cheque book, pouch for wealth upgrade?

No as far as I understand

 

[DarthYoda]

Branch guy told that yes they can provide ltf saphiro, rubyx and coral without any itr n payslips, can anyone confirm this?
I saw here somewhere that someone got sapphiro with 1l each they were 3 members and opened 3 accounts in one go.

 

[samm255]

Will they provide a new kit which includes new DC, cheque book, pouch for wealth upgrade?

Email at wealthmanagement@icicibank.com and ask for welcome kit for your upgraded account. I received my welcome kit couple of days ago for my upgraded account. It had chequebook, welcome letter, deposit slip and leather pouch. You can apply wealth DC by calling customer care, I didn't need it as I have RuPay Plat DC which I want to keep.

 

[Harrypotter]

Email at wealthmanagement@icicibank.com and ask for welcome kit for your upgraded account. I received my welcome kit couple of days ago for my upgraded account. It had chequebook, welcome letter, deposit slip and leather pouch. You can apply wealth DC by calling customer care, I didn't need it as I have RuPay Plat DC which I want to keep.

So just writing email will be enough. Whether they will deliver kit

 

[knight]

Got mine as well.

iMobile app has become very slow and buggy since the account got mapped.
Used to be really fast when i had only a credit card.

 

[samm255]

So just writing email will be enough. Whether they will deliver kit

Yes, I just requested them for welcome kit for my upgraded account and they raised a SR and it was delivered in 5 working days.