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URL: https://www.idfcfirst.bank.in/wealth-management

⇱ Wealth Management Programs & Investment Solutions | IDFC FIRST Bank


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Wealth Management

Made easy with us

What makes us special?

ACE Funds
Research-backed funds with a strong track record and potential to outperform benchmarks in the future
Explore Now
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Track External Funds
Monitor your external funds, including those from other platforms, within the app
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Digital KYC
Complete your KYC process digitally, designed for new investors
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Manage Smarter
Easily modify and manage your investments through a seamless digital experience
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Best Suited for You
Get access to funds aligned with your unique investment needs
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ACE Funds
Research-backed funds with a strong track record and potential to outperform benchmarks in the future
Explore Now
πŸ‘ Arrow Right
πŸ‘ Image
Track External Funds
Monitor your external funds, including those from other platforms, within the app
πŸ‘ Image
Digital KYC
Complete your KYC process digitally, designed for new investors
πŸ‘ Image
Manage Smarter
Easily modify and manage your investments through a seamless digital experience
πŸ‘ Image

Our Products

Not a customer of IDFC FIRST bank yet?

Open a Savings Account today, and kickstart your wealth journey with us!

Disciplined approach for long term goals

Calculate your returns on Mutual Funds

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Supercharge your SIP with the step-up calculator

Accelerate your mutual fund investments to achieve your financial goals faster

Lumpsum Amount

Total Investment

15,000
+

Wealth Gained

15,000

Total Investment

15,000
+

Wealth Gained

15,000

Current Investment Value

71,000

Use our for portfolio recommendations adjusted to your risk appetite.

Bespoke Banking for the Exclusive

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FIRST Select

Exclusive banking program with unrivalled benefits and privileges to make everyday banking a rewarding experience.

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FIRST Wealth

Experience superior banking services, from a robust investment platform to exclusive lifestyle benefits.

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FIRST Private

Personalised banking experience, including expert finance management services, exclusive lifestyle privileges, and more.

Awards & Accolades

πŸ‘ IDFC FIRST Bank wins Global Private Banking Innovation Awards 2022

IDFC FIRST Bank wins Global Private Banking Innovation Awards 2022

πŸ‘ IDFC FIRST Bank wins big at the Digital CX Awards 2022 (Outstanding Digital CX – Internet Banking)

IDFC FIRST Bank wins big at the Digital CX Awards 2022 (Outstanding Digital CX – Internet Banking)

πŸ‘ IDFC FIRST Bank wins big at the Digital CX Awards 2021: Excellence in User Experience – Website

IDFC FIRST Bank wins big at the Digital CX Awards 2021: Excellence in User Experience – Website

πŸ‘ IDFC FIRST Bank wins big at the Digital CX Awards 2021: Best Wealth Management Provider for Digital CX

IDFC FIRST Bank wins big at the Digital CX Awards 2021: Best Wealth Management Provider for Digital CX

πŸ‘ IDFC FIRST Bank wins at the Asia Private Banking Awards 2021

IDFC FIRST Bank wins at the Asia Private Banking Awards 2021

πŸ‘ Asian Private Banker's Best Private Bank - Digital Innovation & Services 2019

Asian Private Banker's Best Private Bank - Digital Innovation & Services 2019

Reports & Insights

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FIRST Edge - June '26 Executive Summary

Our monthly investment strategy note offering market insights.

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FIRST FORTUNE: Our Quarterly Investment Strategy - April '26

Our quarterly newsletter highlighting key market trends!

Exquisite lifestyle experiences await you

πŸ‘ Event image for FIRSTalk in Delhi
Delhi

Our clients in Delhi get first-hand insights into the latest market trends and investment options from Mr. Gaurav Mishra, Head of Equity at Mirae Asset Investment Managers, and Mr. Rajnish Ahuja, Head Private Banking-North & East, IDFC FIRST Bank

πŸ‘ Event image for FIRSTalk in Bangalore
Bangalore

Our customers in Bangalore learn how to safeguard and grow wealth amid market volatilities in an exclusive session with Mr. Mayur Patel from 360 One Asset, hosted by Mr. Gopal Lakhotia, Head-Investments, Wealth Management at IDFC FIRST Bank.

πŸ‘ Event image for FIRSTalk in Gurgaon
Gurugram

Our customers in Gurugram gain expert insights on the market and how to navigate evolving financial dynamics in an exclusive session with Gaurav Misra, Head of Equity at Mirae Asset Investment Managers, and Rajnish Ahuja, Head of Private Banking, North & East at IDFC FIRST Bank.

MINDFUL MONEY - Mutual Fund investing simplified!

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Explore 4 essential factors to consider before investing in Mutual Funds: time horizon, risk appetite, liquidity needs, and tax savings. Learn how to make mindful investment decisions and start your journey with IDFC FIRST Bank today. Wealth creation starts here!
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Learn how to navigate market ups and downs using Mutual Funds and SIPs. Discover how consistent investing can balance your costs and keep you on track toward your financial goals.
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Learn how these fund categories differ, and which one might suit your risk tolerance and financial goals.
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Learn the difference between Growth and IDCW option and how to choose, based on your financial needs. Whether you’re looking for regular income or long-term growth, this video has got you covered.
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Save on taxes, grow with the equity market, and invest flexibly. ELSS funds help you save up to β‚Ή1.5 lakhs under Section 80C with a short 3-year lock-in period.

Frequently asked questions

What is a Mutual Fund?

A Mutual Fund is a professionally managed investment tool that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities.

How do Mutual Funds work?

Investors buy units in a Mutual Fund, and the fund uses the pooled money to invest in a diversified portfolio of assets. The fund is managed by a professional Fund Manager who makes investment decisions.

What is a Mutual Fund's Net Asset Value (NAV)?

The NAV is the per-unit market value of a Mutual Fund. It is calculated by dividing the total assets of the fund by the number of outstanding units.

Are Mutual Funds a good option for long-term investing?

Mutual funds can be suitable for long-term investors seeking growth, income, or diversification. They offer the benefit of professional management and risk mitigation through diversification.

Can investors buy or sell Mutual Fund units anytime?

Most Mutual Funds offer daily liquidity, allowing investors to buy or sell shares on any business day at the current NAV.