[Query] Is IDFC First Bank upgrade from Wealth to Private banking possible with 25L-30L MAB/AMB ??

[drdaga]

Are you adding 🔝 top up/sip into indirect plan ? Even Now ?

since 2 yrs i have started investing in direct plans

 

[hender]

the 50L investements are not direct as it was investent when i didnt knew of indirect funds so thats not a big issue

also how manny days will the process require ??

50L mutul find ARN transfer

Without touching Capital Gain system, getting Pvt is a good option/deal 🤝, by transferring ARN.
Have you checked, how's their own Broking set-up!!

 

[KGSIPO]

Upgraded to Private 😉

Good . What are the major benefits compared to wealth account.

 

[drdaga]

Good . What are the major benefits compared to wealth account.

only major is earning limit on dc rewards points

 

[drdaga]

idfc first private dc can be issued for current ac also ??
i hv pvt ltd company so was thinking if i can get dc issued on my name