add family members in IDFC wealth account

[Bhagat Singh]

i have idfc wealth account. how can i add family members in my account. they already have savings account in IDFC. RM is asking to maintain 3 lakhs in each family member account for 1 month. is there any way to upgrade my family members account to wealth without maintaining 3 lakhs for 1 month , as i am already wealth customer.

 

[shashank08]

Do all icici accounts need to be in the same branch for grouping in Wealth account? If yes then, How to change branch in that case?

i dont have idea about icici..

 

[sauravkumar]

Do all icici accounts need to be in the same branch for grouping in Wealth account? If yes then, How to change branch in that case?

No not needed!!😑😑

I have done this... All accounts were in different branch!!

 

[kshitij_0]

No not needed!!😑😑

I have done this... All accounts were in different branch!!

How much are you maintaining?
I received 2 different responses from two different channels. One said I don;t have wealth account rather I am having Titanium Standard Account.
Another one said I am having wealth but with low MAB that's why it got rejected.
Not sure what to do.

 

[sauravkumar]

How much are you maintaining?
I received 2 different responses from two different channels. One said I don;t have wealth account rather I am having Titanium Standard Account.
Another one said I am having wealth but with low MAB that's why it got rejected.
Not sure what to do.

You have to maintain 25+ NRV in Primary Account.
Then go to any wealth management branch and ask for Family Grouping form.
Fill that form and take the signature of family members. Submit it.
You will get acknowledgement/reference number and it will be done in 2 weeks

 

[kshitij_0]

You have to maintain 25+ NRV in Primary Account.
Then go to any wealth management branch and ask for Family Grouping form.
Fill that form and take the signature of family members. Submit it.
You will get acknowledgement/reference number and it will be done in 2 weeks

NRV maintenance is important? It's not important in HDFC though.

 

[sauravkumar]

NRV maintenance is important? It's not important in HDFC though.

HDFC is the worst... Worst Bank!!
Pathetic process and service... Even SBI is 100 times better than HDFC now a days!!

And yes it's very much required on Primary Account holder... Otherwise Salary criteria is also there!!