IDFC Wealth Account - Family Members Addition

[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]

Something like that black card and chequebook holder/pouch?

Nothing like this was being sent by IDFC..
I am not sure if you are mixing up between IDFC wealth and ICICI wealth..
It was icici wealth program which was having these things in the wealth welcome kit..not IDFC

 

[NABNAB is verified member.]

Nothing like this was being sent by IDFC..
I am not sure if you are mixing up between IDFC wealth and ICICI wealth..
It was icici wealth program which was having these things in the wealth welcome kit..not IDFC

 

[sambitpatro]

I haven't received this pouch in the welcome kit. This video is 3yr old. Currently idfc doesn't send this I guess

 

[aparnahm]

T

I am getting NEFT/IMPS transactions SMS for both the accounts. Getting transactions SMS on e-commerce as well for both the accounts.
Also getting dividend credit SMS as well.

So all in all getting most of the transactions SMS for both the accounts.

Thank you @shashank08 for the response. I will speak to my RM quoting you.

 

[aparnahm]

I haven't received this pouch in the welcome kit. This video is 3yr old. Currently idfc doesn't send this I guess

This is not sent by IDFC. My wealth account was created couple of months back.

 

[sambitpatro]

This is not sent by IDFC. My wealth account was created couple of months back.

I got mine last March. Didn't get also

 

[mojo_jojo123]

No You don't need to maintain 3 lakhs in each family member's account.

I have IDFC wealth account with family grouping.. My wife, My minor kid's account and My own account is under the family grouping and I was not required to maintain 3 lakhs in each family member account.

In fact I was trying for wealth for myself and Select for my wife. RM asked me to maintain 10L for 3 months and 3 lakhs for my wife for select.
Once mine was upgraded he himself offered me for family grouping so that all accounts can be under wealth category.

Then I got minor account opened for my son which was also grouped under wealth.

what is benefit of minor account ?

 

[shashank08]

what is benefit of minor account ?

Are you asking benefit of having an account for minor kid? Or something else?