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Naman@Jain

Naman@Jain

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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.
 
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AyushJaju said:
Hey everyone,

I wanted to share my recent experience with upgrading my IDFC FIRST Bank account from a regular account to a Wealth account. I hope this can help those of you who are considering doing the same.

I came across a few articles on Technofino where people talked about how they got their accounts upgraded from an IDFC regular account to an IDFC Wealth account. These stories got me curious, so I decided to look into it myself.

I reached out to my Relationship Manager (RM) at IDFC FIRST Bank to discuss the upgrade. He informed me that the official balance requirement for an IDFC Wealth account is ₹10 lakhs. However, he mentioned that if I could maintain a balance of around ₹5 lakhs and also take out a term plan, he could assist me with the upgrade.

So, I went ahead and maintained the suggested balance and got a term plan. Within 10 days, my account was upgraded! I received a welcome kit along with a Wealth Debit Card, which comes with a range of exclusive benefits.
View attachment 56498

Eligibility Criteria for IDFC Wealth Account Upgrade

Based on what I've gathered, here are the key criteria to upgrade to an IDFC Wealth account:
View attachment 56497

If anyone is considering upgrading their account, I highly recommend talking to your RM to explore your options. It made a huge difference for me, and the benefits of the Wealth account are definitely worth it. (To note: value given above are also negotiable based on how clever your RM is)
Click to expand...
nice.. hope it was a term. plan and not a ULIP / ENDOWMENT... Its v strange to hear of a term plan being used as collateral for upgrade.. pls chk it
 
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KGSIPO said:
What worth IDFC Wealth account gave and what big benefit. Elaborate
Click to expand...
Four major benefit :
1. Free locker (subject to availability)
2. Three lounge access (2 international) with guest
3. Better reward rate 3x upto 50k and 10x above 50K
4. Visa Infinite debit card, so might get some offers exclusive to visa infinite
 
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AyushJaju said:
Hey everyone,

I wanted to share my recent experience with upgrading my IDFC FIRST Bank account from a regular account to a Wealth account. I hope this can help those of you who are considering doing the same.

I came across a few articles on Technofino where people talked about how they got their accounts upgraded from an IDFC regular account to an IDFC Wealth account. These stories got me curious, so I decided to look into it myself.

I reached out to my Relationship Manager (RM) at IDFC FIRST Bank to discuss the upgrade. He informed me that the official balance requirement for an IDFC Wealth account is ₹10 lakhs. However, he mentioned that if I could maintain a balance of around ₹5 lakhs and also take out a term plan, he could assist me with the upgrade.

So, I went ahead and maintained the suggested balance and got a term plan. Within 10 days, my account was upgraded! I received a welcome kit along with a Wealth Debit Card, which comes with a range of exclusive benefits.
View attachment 56498

Eligibility Criteria for IDFC Wealth Account Upgrade

Based on what I've gathered, here are the key criteria to upgrade to an IDFC Wealth account:
View attachment 56497

If anyone is considering upgrading their account, I highly recommend talking to your RM to explore your options. It made a huge difference for me, and the benefits of the Wealth account are definitely worth it. (To note: value given above are also negotiable based on how clever your RM is)
Click to expand...

Aapka bhut bada wla kat gya hai sir 😎
 
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Naman@Jain said:
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.
Click to expand...
As far as I know, if it's RM he can do immediately.. Otherwise if you are going through customer care then it should be maintained for a period to achieve MAB
 
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