Features:
VealthX Features
Asset & Networth Management
Search/Discovery of assets from All financial institutions of India ( bank, fund houses, insurances, pension accounts)

Networth Dashboard – Overview
Networth Dashboard – My Profile
Networth Dashboard – Add Assets
Networth Dashboard – Liability Discovery
Networth Dashboard – CAS Report (Networth Statement)
Networth Dashboard – Liability Report Download
Add New Asset
Add New Liability
Family & Sharing
Family Tree – Create, Read, Update, Delete (CRUD) operations
Family Tree – Asset Allocations
Family Tree – Networth Sharing
Nominee Update
Claims & Support
Claim Tickets Creation
My Tickets Dashboard
Legal Services (e.g., legal heir certificate, lawyer consultation)
Consent Management
AI & Smart Tools
AI Chatbot
AI Search