Vealthx

Cettlx Services Private Limited

About this app

Take control of your family's succession and inheritance records with Vealthx — a secure platform for organizing financial and legal information.

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

What’s new

We’ve rolled out key upgrades including the integration of Zoho Billing & Subscriptions for seamless payments, enhanced asset management with full support for real estate assets, and an upgraded estate planning module that now allows unlimited will creation—making your Vealthx experience more powerful and complete.