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FIRST Wealth

An Extraordinary Banking Experience for Extraordinary Customers

Dear Customer,

Thank you for your interest in an elevated world of banking - FIRST Wealth.
An exclusive program thoughtfully curated to complement your distinguished lifestyle and sophisticated financial needs.

A World of Privileges Awaits

WEALTH MANAGEMENT SOLUTIONS

Diversified Investment Solutions

Access to a comprehensive suite of investment products from PMS & AIFs to Estate and Trust Planning Services. Get Access to handpicked ACE Funds aligned to your unique risk profile and financial aspirations.

Dedicated Relationship Banker

Enjoy the assurance of a dedicated expert who understands and manages your banking, investment, and business requirements with precision.

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ELEVATED BANKING EXPERIENCE

Exclusive Banking Privileges

Avail doorstep banking services, preferential forex rates, and a host of premium services.

Complimentary Locker

Keep your valuables safe with one complimentary locker per group, subject to availability.

Family Banking Solutions

Extend the benefits of FIRST Wealth to your family members at no additional cost.

IDFC FIRST Bank CC

Get access to a IDFC FIRST Bank Credit Card at low interest rates and earn up to 10X Reward Points. Indulge in the finest privileges with offers across movies, travel, dining and much more.

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PREMIUM LIFESTYLE BENEFITS

FIRST Wealth Debit Card*

Upgrade to a premium VISA Infinite Debit Card featuring enhanced purchase limits and curated offers across leading brands.

Complimentary Lounge Access

Enjoy up to 12 domestic and 8 international airport lounge visits annually, offering comfort and exclusivity wherever you travel.

Golf Privileges

Indulge in up to 12 complimentary golf lessons along with 4 rounds of green fees each year at select courses.

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*You may continue using your existing debit card until your FIRST Wealth Debit Card is delivered. Upon activation of the new card, your existing card will be automatically deactivated.

Privilege Program Maintenance Criteria

To continue enjoying FIRST Wealth benefits, kindly maintain any one of the following criteria at an individual or family group level:

Savings Account Average Monthly Balance (SA AMB): ₹10 Lakhs and above

Savings + Current Account Balance (CASA AMB): ₹15 Lakhs and above

Overall Relationship Value (ORV): ₹50 Lakhs and above

Assets Under Management (AUM): ₹25 Lakhs and above

Net Monthly Salary Credit (Corporate Salary Accounts): ₹5 Lakhs and above

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Enjoy these benefits on your own or enhance the experience by extending them to your family as a group.

ORV = AUM + Current Account AMB + Savings Account AMB + Deposits

AUM = Total Investments + MF (Mutual Funds) + AIF (Alternative Investment Fund) + Insurance

AMB = Average Monthly Balance