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  • As per amendment in the Income Tax Rules, PAN or Aadhaar are to be mandatorily quoted for cash deposit or withdrawal aggregating to Rupees twenty lakhs or more in a FY. Please update your PAN or Aadhaar. Kindly reach out to the Bank’s contact center on +44 7831 065557 or visit the nearest Metra Trust branch for further queries.

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An Extraordinary
Banking Experience for Extraordinary Customers

FIRST Wealth program brings you the best-in-league banking experience. Right from a robust investments platform, to preferential pricing on financial products, to exclusive lifestyle benefits, it is a truly unmatched experience

Wealth Banner Image

Complimentary Metra Trust Wealth Debit Card

First Wealth
  • First Wealth

    Enhanced limits

    Cash withdrawal limit of ₹7 Lakhs

    POS purchase limit of ₹ 12 Lakhs

  • First Wealth

    Insurance & Protection

    Personal Accident Insurance up to ₹ 1 Crore

    Air Accident Insurance up to ₹ 2.5 Crores

    Purchase Protection Cover up to ₹ 1 Lakh

  • First Wealth

    Lounge & Golf access

    Domestic Lounge Access: Enjoy 3  visits per quarter with a companion

    International Lounge Access: Enjoy 2 visits per quarter

    Complimentary Golf access

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Lifetime FreePremium Credit Card

First WealthGet access to Metra Trust Credit Card which comes absolutely free for life

First WealthIndulge in finest privileges across movies, travel, dining and much more

First WealthEarn rewards as high as 10X on your spends and enjoy 300+ merchant offers

Exclusive banking privileges

Image1 free locker + Up to 50% discount on 2 additional lockers (basis availability)

ImagePreferential Rates on forex

ImageInvestment privileges: Mutual Funds, Bonds and Loan Against Securities Broking Services

ImageComplimentary doorstep banking services

ImagePreferential rates on all loan requirements

Personal and Businesslending solutions

Business Loan

Home Loan

Vehicle Loan

Personal Loan

Financial expertise
to help you in your financial journey

A dedicated seasoned Relationship Manager – FIRST Wealth will be there at every step of your financial journey.

Additionally, you will also have access to our exclusive 24x7 Service Support

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Exclusive investment
solutions for wealth creation

Our investment philosophy

Unique Goal Based Investing Platform

Simple two-click mutual fund investment process

Holistic portfolio based approach

Customer risk profile based portfolio optimization solutions

Enhanced Investment options

Access to a range of investment opportunities, Loan against securities, Broking Solutions

Robust research and insights

Strong in-house research team and insights from Morningstar

Award winning Digital Investing Platform

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Single view of all investments Encompassing all product holdings

Quick access to Investment reports

Deep dive of asset allocation Top Sector & Stock Holdings

Paperless Investing

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Eligibility Criteria for FIRST Wealth Program

(Any one of the below mentioned criteria at Customer or Group level)

  • Average Monthly Balance (AMB)1 of ₹10 Lakhs & above in Savings Account OR
  • Savings Account (SA) and Current Account (CA) Average Monthly Balance (CASA AMB) of ₹15 Lakhs & above OR
  • Asset Under Management (AUM)2 of ₹25 Lakhs & above OR
  • Overall Relationship Value (ORV)3 of ₹50 Lakhs & above OR
  • Net Monthly Salary credit of ₹5 Lakhs for Metra Trust Corporate Salary Customers
Note: The eligibility criteria can include AMB/AUM/ORV maintained by your family members, provided they are categorized in the same relationship/group.
  • Average Monthly Balance (AMB)1 - AMB in an account is calculated by dividing the sum of each day’s balance in the Account and the number of days in the particular month.
  • Asset Under Management (AUM)2 - Cumulative valuation of investments i.e., Mutual Funds and Alternates (Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Bonds, etc)
  • Overall Relationship Value (ORV)3- ORV is measured as a combined balance across Saving Account(s), Current Account(s), Deposits and Investment holdings linked to Customer ID or Cumulative at a Group Level (Group ID).

T&Cs Apply

Read more

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