IDFC First Wealth Account eligibility requirement and benefits

[Quantum]

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 Axis Burgundy account, to avoid account downgrade?
Also, what credit cards one can expect or negotiate to get offered?
FYI, I'm not an existing IDFC customer.
Thanks!

 

[sadhunath]

I am having IDFC select account.
My aunt has around 3.5L AMB from past 10-12 months and she also has 7L FD with IDFC. Is it possible to get her account Upgraded to wealth and then group my account with her to upgrade mine to wealth as well?

I think not. 'Aunt' isn't defined to be included in the definition of family. To quote IDFC,

Group –A group is a set of customers of the bank who are related to each other through a set of predefined family relationships such as Spouse, Children, Father, Mother, Brother, Sister, Grandparents etc.

Privilege Banking Programs Terms and conditions | IDFC FIRST Bank

Privilege Banking Programs Terms and conditions

www.idfcfirstbank.com

 

[Hemang]

Bhaiyo kya jiske pas idfc wealth card hai unko wealth savings account offer nahi karte hain idfc vale ? Jese legend // pinnacle valo ko indusind zero balance account kholke dete hain. ?

 

[TheGuy]

Bhaiyo kya jiske pas idfc wealth card hai unko wealth savings account offer nahi karte hain idfc vale ? Jese legend // pinnacle valo ko indusind zero balance account kholke dete hain. ?

nhi karte .
shayad bus indusind karta h. koi aur bank?

 

[Hemang]

nhi karte .
shayad bus indusind karta h. koi aur bank?

Humare baki sab bhaiyo ko ispe prakash daalna padega.

 

[varun__goel_]

nhi karte .
shayad bus indusind karta h. koi aur bank?

Humare baki sab bhaiyo ko ispe prakash daalna padega.

Icici privilege with 4L limit on cc

 

[Ak Singh]

Is anyone opened IDFC Wealth Account with IP 5 lakh in metro city like Delhi?

Is it possible with 5L in Delhi?

 

[msankadi]

While opening the account if I give 10L cheque and RM is saying that it will be the wealth account programme...

should i go ahead now or open first and upgrade later? Preference 1st due to low hassle

Can I remove the balance at end of July or need to hold for longer?

 

[denisjos]

IDFC is a definite yes .. I have a contact who is a Virtaul RM, who did my Wealth upgrade on the same day when I funded 10L .. Let me know ..

Hi, @SSV could you dm the vrm details. I have sent you a dm for the same.

 

[SSV]

Hi, @SSV could you dm the vrm details. I have sent you a dm for the same.

replied to your DM

 

[denisjos]

Does anyone else have any rm contact that can get the upgrade done in a week or so, given a kax funding of 10l.

 

[Predator]

Does anyone else have any rm contact that can get the upgrade done in a week or so, given a kax funding of 10l.

can share a contact, you may try

 

[sam1803]

Hi guys, I have requested for Wealth upgrade through customer care, they raised a callback request from my branch for this. The branch person called and shared a consent link SMS for upgrade. I accepted it. How long does it take for the whole process of upgrade. I did receive an email yesterday titled "FIRST Wealth – A banking experience curated only for you". Apart from this I have not received anything.

 

[Chitra007]

Hi guys, I have requested for Wealth upgrade through customer care, they raised a callback request from my branch for this. The branch person called and shared a consent link SMS for upgrade. I accepted it. How long does it take for the whole process of upgrade. I did receive an email yesterday titled "FIRST Wealth – A banking experience curated only for you". Apart from this I have not received anything.

You have to wait for a week, if there is no progress on the request then reach out to Nodal desk. You can track the request on view request on IDFC app or netbanking.

 

[TheGuy]

Does anyone else have any rm contact that can get the upgrade done in a week or so, given a kax funding of 10l.

Was there any progress?

can share a contact, you may try

Me too, please?
My local branch is BS. Always pushing new initiatives. and VRM was strict on 10L for 3 months, and I have been like 8.7 for month and half (for eg withdrawn for a week hence MAB fall)

 

[Vasuki]

Was there any progress?


Me too, please?
My local branch is BS. Always pushing new initiatives. and VRM was strict on 10L for 3 months, and I have been like 8.7 for month and half (for eg withdrawn for a week hence MAB fall)

Idk what to say
U are too innocent or playing dumb

Which city u r in

 

[iampqq]

Idk what to say
U are too innocent or playing dumb

Which city u r in

Muje tho bola ki 10l chaiye hi chaiye

 

[denisjos]

Was there any progress?


Me too, please?
My local branch is BS. Always pushing new initiatives. and VRM was strict on 10L for 3 months, and I have been like 8.7 for month and half (for eg withdrawn for a week hence MAB fall)

I got the upgrade done by a random rm who happened to be from my hometown. Just a coincidence, my rm was on leave the call router to the random person and then since there was something in common we got talking and the person was happy to take the initiative to upgrade. Though once my rm came back he called me and tried to sell some crap.

 

[moneyMaker]

I have no prior relationship with IDFC, how to go about this?

 

[jetesh]

I have no prior relationship with IDFC, how to go about this?

Open an account with 10L cheque ..... thats it.

 

[SSV]

I have no prior relationship with IDFC, how to go about this?

Read my experience from here …
Read for at least 2 or 3 pages…

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