• Hey there! Welcome to TFC! View fewer ads on the website just by signing up on TF Community.

Tricks for getting ICICI Wealth Management

Apply For Lifetime Free IDFC First Credit Card
Sreerag

Sreerag

TF Premier
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)
 
Sort by date Sort by votes
golu

golu

TF Select
VIP Lounge
Today I opened wealth management account with just 2 lakhs of initial funding. They were asking for 5 lakhs but later they agreed on 2 lakhs. Actually it totally depends on you. If you can negotiate. You can get it done with 10k also. I said I can't transfer funds more than 1 lakhs in first 24 hours of adding beneficiary. And now they are not asking for cheque as it take 2-3days to process it. They said to transfer via netbanking ir mobile bank transfer. They were ok with 1 lakh initial funding too. But I funded it with 2 lakhs.
Also, they will be providing me sapphiro credit card lft basis on high net ITR.
 
Upvote 0 Downvote
adityasanehi

adityasanehi

TF Buzz
golu said:
Today I opened wealth management account with just 2 lakhs of initial funding. They were asking for 5 lakhs but later they agreed on 2 lakhs. Actually it totally depends on you. If you can negotiate. You can get it done with 10k also. I said I can't transfer funds more than 1 lakhs in first 24 hours of adding beneficiary. And now they are not asking for cheque as it take 2-3days to process it. They said to transfer via netbanking ir mobile bank transfer. They were ok with 1 lakh initial funding too. But I funded it with 2 lakhs.
Also, they will be providing me sapphiro credit card lft basis on high net ITR.
Click to expand...
What range was ITR above, if you're comfortable sharing.
 
Upvote 0 Downvote
W

WandereR

TF Ace
VIP Lounge
I opened a Wealth account last week. Received a box that had the customer id, a thin chequebook etc. Later received dc. I however read in one of the booklet that I'm supposed to receive a proper chequebook. Did not receive the black case as well, not that it's of any use. Is there a timeline?

Later the bank person mentioned that I need to have an FD, let's see how that goes.
Opened with little over 1lac cheque.
 
Upvote 0 Downvote
shutapdiya

shutapdiya

TF Ace
Contributor
WandereR said:
I opened a Wealth account last week. Received a box that had the customer id, a thin chequebook etc. Later received dc. I however read in one of the booklet that I'm supposed to receive a proper chequebook. Did not receive the black case as well, not that it's of any use. Is there a timeline?

Later the bank person mentioned that I need to have an FD, let's see how that goes.
Opened with little over 1lac cheque.
Click to expand...
You should be getting it via courier along with your debit card within 10 days (from account opening date) if the account opening executive selected those options while opening your account

If not raise the request for cheque book, kit comes along with it
 
Upvote 0 Downvote
Wealth is my birth right!

Wealth is my birth right!

TF Prestige
VIP Lounge
WandereR said:
I opened a Wealth account last week. Received a box that had the customer id, a thin chequebook etc. Later received dc. I however read in one of the booklet that I'm supposed to receive a proper chequebook. Did not receive the black case as well, not that it's of any use. Is there a timeline?

Later the bank person mentioned that I need to have an FD, let's see how that goes.
Opened with little over 1lac cheque.
Click to expand...
I maintain 3 to 4l with ICICI for years
It’s a privilege account
Orange color in app😜
What’s that Titanium Privilege account?
Is it worthy to upgrade?
Mab is 125000 which I can maintain all time if I get some benefits
FYI I have apay card and coral ltf with shared limit
Emerald card if they give I will upgrade coral but no offers
 
Upvote 0 Downvote
W

WandereR

TF Ace
VIP Lounge
Wealth is my birth right! said:
I maintain 3 to 4l with ICICI for years
It’s a privilege account
Orange color in app😜
What’s that Titanium Privilege account?
Is it worthy to upgrade?
Mab is 125000 which I can maintain all time if I get some benefits
FYI I have apay card and coral ltf with shared limit
Emerald card if they give I will upgrade coral but no offers
Click to expand...
Have you quoted the wrong reply by any chance? This is my first relationship with this bank, I do not know much
 
Upvote 0 Downvote
jack333

jack333

TF Legend
Contributor
VIP Lounge
Wealth is my birth right! said:
I maintain 3 to 4l with ICICI for years
It’s a privilege account
Orange color in app😜
What’s that Titanium Privilege account?
Is it worthy to upgrade?
Mab is 125000 which I can maintain all time if I get some benefits
FYI I have apay card and coral ltf with shared limit
Emerald card if they give I will upgrade coral but no offers
Click to expand...
It's below wealth. Better open a new wealth account with ip of 1-10l depending upon the branch and your negotiations. Older account will also become wealth. You can get credit card LTF offers if you take some loan from them or make your account salary account as they don't give offers easily to old customers.
 
Upvote 0 Downvote
You must log in or register to reply here.
Apply For SBI Cashback Credit Card

Similar threads

E
  • Question
ICICI wealth management banking
Replies
15
Views
2K
xfactcc
xfactcc
E
  • Question
ICICI wealth management - demat benefits
Replies
4
Views
990
SSV
SSV
H
  • Question
Icici wealth management spam
Replies
12
Views
1K
Vasuki
Vasuki
H
  • Locked
  • Question
What is special about ICICI's "wealth management"?
Replies
3
Views
3K
D₹V
D₹V
H
  • Question
Icici wealth management help
Replies
12
Views
1K
saucy
saucy
Top