IDFC FIRST Bank Merger and Financial Overview
Wealth Management - Customer Segment led Approach
Brands
Segmenting basis
customer profile
Wealth Management
Solutions
Campaigns, Rewards and Offers
Automated Customer Lifecycle Management
Digital Onboarding
Product Offerings
Delivery Model
FIRST
Private
HNI & UHNI
Mutual Funds, Bonds, LAS, Pre- IPO Investing, Estate -
Inheritance & Succession Planning, Immigration linked
Investing, Private Equity & Real Estate AIFs, Broking
Services, Offshore Investment Solutions
Full Scale Private
Banking
FIRST
Wealth
Affluent
FIRST
Select
Mass Affluent
Mass
Classification: Confidential - Regulator Shareable
Mutual Funds, Gold Bonds,
Loan Against Securities,
Broking Services
RM Assisted
Digital
Goal based investing
Insurance
Goal based
investing
Insurance
DIY Digital
25
IDFC FIRST
Bank
ETHICAL
BANKING
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