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.

 

[Vasuki]

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.

When is your account opened ?
Go to branch tell them you will do RTGS FOR 10 LAKH
IF THEY INITIATE FOR WEALTH
if denied move on without saying a word to different branch

For new account 5 lakh IP is enough ..
They will come and do it at your home

 

[Naman@Jain]

When is your account opened ?
Go to branch tell them you will do RTGS FOR 10 LAKH
IF THEY INITIATE FOR WEALTH
if denied move on without saying a word to different branch

For new account 5 lakh IP is enough ..
They will come and do it at your home

Firstly thank you for reply
Their is one rm assigned he only opened the account because of balance target as he is close relative of my friend . Now when i asked him i will do transfer he is giving reasons like a system that it will take time for the balance to show it for wealth and if you keep it for a month , in his system it will look like 10L avg account then he will do it. I also asked him that i want to opened account of my friend’s mother he will give 5L cheque at opening on sureity of immediately wealth upgrade. But again he is talking like customer care you can’t have wealth with 5L you can have select with it.

 

[_amit_]

IDFC First Wealth Account eligibility requirement and benefits

Hello, IDFC website doesn't seem to list the eligibility criteria for opening an IDFC First Wealth Account. From your recent first hand experience, could you please share the eligibility criteria? Does the criteria need to be maintained throughout the lifetime of the Wealth account, similar to...

www.technofino.in

Same day scenario posted here.

 

[Naman@Jain]

IDFC First Wealth Account eligibility requirement and benefits

Hello, IDFC website doesn't seem to list the eligibility criteria for opening an IDFC First Wealth Account. From your recent first hand experience, could you please share the eligibility criteria? Does the criteria need to be maintained throughout the lifetime of the Wealth account, similar to...

www.technofino.in

Same day scenario posted here.

Any RM Reference can you provide to do it in 3 days.

 

[_amit_]

Any RM Reference can you provide to do it in 3 days.

I think the author whose reply I quoted should be able to provide you with the RM details and any other related info you need.

@S S V

 

[Vasuki]

Firstly thank you for reply
Their is one rm assigned he only opened the account because of balance target as he is close relative of my friend . Now when i asked him i will do transfer he is giving reasons like a system that it will take time for the balance to show it for wealth and if you keep it for a month , in his system it will look like 10L avg account then he will do it. I also asked him that i want to opened account of my friend’s mother he will give 5L cheque at opening on sureity of immediately wealth upgrade. But again he is talking like customer care you can’t have wealth with 5L you can have select with it.

Probably a new joinee

Call customer care & ask for callback from branch . Mention to customer care u only want to talk to BM or assigned wealth rm

If I don't want to harm that friend friend guy


Then ask him to do wealth by hook or crook or u will complaint.

Within first 5-7 days request can be taken .
He is either newbie or cunning .

 

[sidp]

H

Firstly thank you for reply
Their is one rm assigned he only opened the account because of balance target as he is close relative of my friend . Now when i asked him i will do transfer he is giving reasons like a system that it will take time for the balance to show it for wealth and if you keep it for a month , in his system it will look like 10L avg account then he will do it. I also asked him that i want to opened account of my friend’s mother he will give 5L cheque at opening on sureity of immediately wealth upgrade. But again he is talking like customer care you can’t have wealth with 5L you can have select with itit.

he is focused on his target. Many people have done it instantly after credit.
There is no home branch concept in idfc. Go to another branch if possible.

 

[Vasuki]

@SSV after consent link for upgrade account
Do we need to maintain untill upgraded or
One can. Remove after consent link

After how much time of consent given do they upgrade for new account

 

[SSV]

@SSV after consent link for upgrade account
Do we need to maintain untill upgraded or
One can. Remove after consent link

yes , need to maintain .

After how much time of consent given do they upgrade for new account

2 to 3 days after consent..

 

[SSV]

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.

Firstly thank you for reply
Their is one rm assigned he only opened the account because of balance target as he is close relative of my friend . Now when i asked him i will do transfer he is giving reasons like a system that it will take time for the balance to show it for wealth and if you keep it for a month , in his system it will look like 10L avg account then he will do it. I also asked him that i want to opened account of my friend’s mother he will give 5L cheque at opening on sureity of immediately wealth upgrade. But again he is talking like customer care you can’t have wealth with 5L you can have select with it.

Let me know if you still need help .

 

[Vasuki]

Let me know if you still need help .

As in
You know someone who will do upgrade at 5 lakh for existing account ..
Wealth/ select

 

[SSV]

As in
You know someone who will do upgrade at 5 lakh for existing account ..
Wealth/ select

for 10 L for Wealth upgrade , a try only ...

 

[SpidySpider]

Is there any major difference between select and wealth account other than reward points cap? Also are there any non maintenance charges or downgrading happening on non maintenance in wealth account?

 

[Vasuki]

Is there any major difference between select and wealth account other than reward points cap? Also are there any non maintenance charges or downgrading happening on non maintenance in wealth account?

Wealth dc is far superior in non spend.
Better fund 5 lakh

Earning points in idfc leads to account freeze.
U need to maintain 25 k
Post upgrade with 5 lakh for wealth( usual ) they might ask 10 l
U need to negotiate

 

[SpidySpider]

Wealth dc is far superior in non spend.
Better fund 5 lakh

Earning points in idfc leads to account freeze.
U need to maintain 25 k
Post upgrade with 5 lakh for wealth( usual ) they might ask 10 l
U need to negotiate

Non spend ?

 

[Vasuki]

Non spend ?

Like airport lounge
Insurance

Golf round
Rsa

 

[SpidySpider]

Like airport lounge
Insurance

Golf round
Rsa

Wealth has international lounge access whereas select has domestic, insurance is in barred category unless you pay through some apps, only few people use golf benefits imo & rsa is same for both if I am not wrong?

 

[Vasuki]

Wealth has international lounge access whereas select has domestic, insurance is in barred category unless you pay through some apps, only few people use golf benefits imo & rsa is same for both if I am not wrong?

If in your mind u have decided to go for select .
Please do it

 

[SpidySpider]

If in your mind u have decided to go for select .
Please do it

Imran Saab, humre pass allready select hovat hai, wanted to make sure I wasn't missing something & see if it's worth upgrading for me (never been to a golf course & no international travels).