Tricks for getting ICICI Wealth Management

[Sreerag]

Is there any ways for getting ICICI Wealth Management upgrade? Already have 2 Privilege accounts with them which are individual. I prefer having family banking (3 accounts)
AQB is pretty low but having CCs with them of 2.4L and 2.8L limit

Any tips would be appreciated. Initial funding not recommended but anything upto 2L okay (at last case scenario only)

 

[a_tease]

An upgrade would be difficult as they generally do upgrades for NRV 25 lakhs
Only option will be IP but that too 5 lakhs will be needed at least . There are no such tricks in casa

So I checked my Dad's icici account. He maintains an NRV of close to 35 lakh, around 30 lakh in savings and FDs and rest in stocks.

In his imobile app, there is not even an RM assigned Lol.

How should I get it upgraded to wealth management?

We live in Delhi, i don't wanna go to a branch for this.

 

[EINSTEIN]

Will have to visit branch most probably.
You can check account upgrade option in iMobile but most likely wealth option won’t be there. If your own account is wealth management then try to add his to family banking via app it might work

 

[0xfallup]

Will have to visit branch most probably.
You can check account upgrade option in iMobile but most likely wealth option won’t be there. If your own account is wealth management then try to add his to family banking via app it might work

how much time does it takes to upgrade ?...raised a req 2 days ago for my dad's account and do welcome kit will be recd separately for my dad?

 

[EINSTEIN]

It can take upto 1 week. If you don’t receive welcome kit automatically just call customer support.

 

[simal]

So I checked my Dad's icici account. He maintains an NRV of close to 35 lakh, around 30 lakh in savings and FDs and rest in stocks.

In his imobile app, there is not even an RM assigned Lol.

How should I get it upgraded to wealth management?

We live in Delhi, i don't wanna go to a branch for this.

From iMobile app, follow these steps -
1. Click 'Services 'icon at bootom of the App
2. Click 'Account Services'
3. Select 'Request for Family Banking'
4. Select 'Family Type' as Wealth
5. Submit your request

 

[a_tease]

From iMobile app, follow these steps -
1. Click 'Services 'icon at bootom of the App
2. Click 'Account Services'
3. Select 'Request for Family Banking'
4. Select 'Family Type' as Wealth
5. Submit your request

Will try this

I just want to upgrade my dad's individual Account, i don't want to link our accounts yet

 

[0xfallup]

Will try this

I just want to upgrade my dad's individual Account, i don't want to link our accounts yet

wont be linked ...just a family id is created and be rest assured about privacy

 

[sauravkumar]

From iMobile app, follow these steps -
1. Click 'Services 'icon at bootom of the App
2. Click 'Account Services'
3. Select 'Request for Family Banking'
4. Select 'Family Type' as Wealth
5. Submit your request

Are you sure about this method?

Have you tried it yourself?

 

[simal]

Are you sure about this method?

Have you tried it yourself?

No, as iam already part of that variant.

 

[sauravkumar]

No, as iam already part of that variant.

Could you please share your experience how you got Wealth variant?

Actually I have tried this but getting some error at final step.

 

[a_tease]

No, as iam already part of that variant.

Hey, do you get financial advise as part of wealth management ?
Like Stock insights and all ?

 

[simal]

Could you please share your experience how you got Wealth variant?

Actually I have tried this but getting some error at final step.

It was upgraded automatically, not sure when it has been done, but its been a long while.

 

[simal]

Hey, do you get financial advise as part of wealth management ?
Like Stock insights and all ?

yes, they keep sharing the advices, but its more from a sale perspective. They usually advice the products where their markup are higher

 

[wolfdalalstreet]

Anyone with some success on the upgrade to Wealth? I have a savings a/c with ICICI (Salary converted to Savings) and always has around 2-3L in it. Also, have a LTF Amazon ICICI CC & Sapphiro CC LTF. I am not willing to get into the 25L funding zone. Any way the upgrade can be accomplished?

 

[technom]

I doubt if the bank will agree for Wealth upgrade unless you maintain that minimum balance required. ICICI is very strict and even BM cannot override from what I've seen

 

[0xfallup]

Anyone with some success on the upgrade to Wealth? I have a savings a/c with ICICI (Salary converted to Savings) and always has around 2-3L in it. Also, have a LTF Amazon ICICI CC & Sapphiro CC LTF. I am not willing to get into the 25L funding zone. Any way the upgrade can be accomplished?

open a new acc with initial and again link cc to them

 

[mgforce]

Anyone with some success on the upgrade to Wealth? I have a savings a/c with ICICI (Salary converted to Savings) and always has around 2-3L in it. Also, have a LTF Amazon ICICI CC & Sapphiro CC LTF. I am not willing to get into the 25L funding zone. Any way the upgrade can be accomplished?

No chance of upgrade. You can try for new account and hope that they don't downgrade.

I doubt if the bank will agree for Wealth upgrade unless you maintain that minimum balance required. ICICI is very strict and even BM cannot override from what I've seen

Agree

 

[tanvi]

yes handed over him a cheque now waiting for wealth kit and Sapphiro Ltf

I am going to try this tomorrow, did u got cibil hit?

 

[Bugs Bunny]

I am going to try this tomorrow, did u got cibil hit?

Yes I got the wealth kit but for Sapphiro my BM said we need minimum 6 months old account and he said sir writing me lelo ltf Sapphiro deduga and he even confirmed same with his seniors so I'm okay with it.

 

[Lakshya Mahani]

Is PPF considered for NRV Calculation in ICICI?