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Eligibility Criteria
Wealth Management services are offered to customers maintaining a Customer Relationship Value* (CRV) of a minimum of ₹50 lakh and to Wealth Salary Account holders with a minimum net salary of ₹3 lakh per month.
*Customer Relationship Value includes:
Savings Account and Current Account balances
Fixed Deposits
Value of Mutual Fund holdings
Value of Unit Linked Insurance Plan (ULIP) holdings
70% of Demat holdings
30% of Home Loan disbursed
Note that the definition of CRV can be changed at any time, at the discretion of ICICI Bank. If a Wealth Management Account is opened, the applicant will be required to maintain a CRV* of ₹50 lakh within a period of 6 months from the date of Account opening.
If the CRV maintained by the applicant falls below ₹50 lakh, ICICI Bank at its sole discretion, may migrate the Wealth Management Account to any other type of Account as per the CRV maintained. In such cases, all product benefits, minimum balance requirement, fees & charges of the variant to which the Account has been migrated, will apply.
We value our customers and in case any offers mentioned on the website are not provided, the customer may write to headwealthmanagement@icicibank.com.
ICICI Bank reserves the right to cease relationship with a customer at any time, at its sole discretion including upon improper conduct of the customer.
