SBI Wealth Upgrade - Discussion

[RajBlr]

Finally reached out to SBI BM and he said that is a good idea and why not upgrade yours to Wealth account and you will get the Rupay Select DC and credit card etc. which already @Abhishek012 updated here in this forum in Jan 😉

Anyway, smooth experience in upgrading my account to enjoy some perks on the DC and any CC which I will get with it.(some surprise may be on CC, let's see, will update)

DC came in, in the welcome kit by default.

Here are some snaps of the same.

Now need to start exploring the DC benefits 🤑 🙂

 

[ashb009]

Not sure. Since my friends wealth account will be downgraded after March 31. Got 2 letters warning of downgrade

what's the amount we need to maintain? can you share more details?

 

[SonyTom]

what's the amount we need to maintain? can you share more details?

50 Lakhs TRV

 

[Ezio]

Hi,

I have an existing education loan with SBI. I got 40 lakhs loan amount sanctioned and currently ~31 lakhs is outstanding. Can I still upgrade to SBI Wealth? I haven't received a proper response from the BM.

 

[noobdipesh]

Have some questions, would appreciate your answer

1) What is current TRV required for existing account to upgrade? Do they do with less TRV than what's mentioned on website?

2) How many accounts can be part of family banking?

3) Best way to enroll?

4) Can we get Aurum FYF (w/o IIT/IIM offer)?

 

[wired_headphones]

The account has upgraded to wealth when I opened Sbi IB site with all golden fonts & all. But still did not receive a wealth welcome kit or new rupay DC. How to get em.

Are you able to login to wealth section and see RM details. Somehow it's not showing to me. It gives some error when I try to enter wealth section

 

[sbp]

Ok.what about wealth dc ? Will they charge fees or downgrade ?

RM said they will downgrade the debit card also and reissue normal card.

 

[Nishan11]

SBI Wealth looks good on paper only. I have salary account with them & have wealth account. My parents have their own wealth account with SBI.

No major change in services. Most staffs don't have proper knowledge of many things. They take their own time to do things requested by you and that also after multiple follow up.

If you have good connect with BM, things get slightly easier.

I have premium banking with SBI, ICICI , BOB & HDFC.

I mostly prefer ICICI for major investment. As their customer team is better than other three banks.