Family Wealth DeskIndia
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SAVINGZ BY STOCKLIFE

Know your real family net worth.

Bring mutual funds, deposits, property, gold, vehicles and liabilities into one simple view—and understand what your assets may earn before and after tax.

✓ No passwords or OTPs✓ No account access✓ Educational calculations
What you ownFinancial assets, property, gold and vehicles
What you oweHome, vehicle, business and other loans
What it earnsInterest, rent, withdrawals and expected growth
What may remainIndicative post-tax income and projected value

SIMPLE TOOLS, USEFUL ANSWERS

Start with two practical calculators

Designed for doctor families, retirees and property-heavy households.

INCOME COMPARISON

FD, SWP, Savings & Rental Comparison

Compare expected cash flow, estimated tax, liquidity and terminal value using your own assumptions.

  • Bank and corporate FD
  • Mutual-fund SWP
  • Savings account
  • Property rental income
Compare options →

CALCULATOR 01

Net Worth & Post-Tax Portfolio

Enter broad values only. You can use estimates and revise them later.

Tip: For a family view, include assets held by spouse, parents or children where appropriate.
Current family net worth₹1,45,00,000
Gross assets₹1,75,00,000
Post-tax annual income₹4,80,000
Property share57.1%
Projected net worth₹1,62,00,000
Your wealth is substantially concentrated in real estate. Consider reviewing liquidity and family cash-flow needs.

CALCULATOR 02

Compare common income options

Illustrative comparison based on your entered assumptions.

OptionGross yearly incomeEstimated taxPost-tax yearly incomeMonthly equivalent

SWP taxation depends on actual gains, holding period and fund category; this simple version applies an editable effective tax assumption for comparison only.

WHO WE HELP

Built around real Indian family portfolios

01

Doctor Families

Organise professional income, investments, insurance, property and assets held across family members.

02

Retirees

Understand regular income, liquidity, deposits, rent, SWP and the financial picture a spouse may need to know.

03

Business & Professional Families

See financial assets, property, loans and family obligations in one consolidated view.

REAL ESTATE IN THE FAMILY PORTFOLIO

Your property may be valuable—but is it productive?

Savingz helps you look beyond the market value and consider rental yield, vacancy, expenses, outstanding loan, liquidity and concentration in total family wealth.

Gross and net rental yieldLoan-adjusted property valueProperty share of net worthIllustrative post-tax rental income
Simple property check

Property value ₹1 crore
Monthly rent ₹25,000

Gross rental yield3.0%
Before vacancy, maintenance, tax and transaction costs.

STOCKLIFE MARKET BRIEF

What may matter to Indian investors

Compact by design—live prices and a few relevant themes, not a full news portal.

INDIA

Rates, inflation, the rupee and domestic earnings

These factors can influence deposit rates, foreign flows, borrowing costs and sector performance.

GLOBAL

Oil, US yields and geopolitics

Global shocks may affect Indian inflation, currency and market sentiment.

PORTFOLIO

Focus on allocation, not daily noise

Market information should support disciplined review—not impulsive transactions.

ABOUT STOCKLIFE

One clearer view of family wealth

Stocklife Asset Private Limited is a Mutual Fund Distributor (ARN-254408) and also facilitates permitted insurance, fixed-deposit and selected real-estate solutions. Savingz is designed as a simple educational and calculation layer to help families organise information before a discussion.

Promoted by Tejpal Saluja. Stocklife Asset Private Limited is not a SEBI-registered Investment Adviser. Mutual-fund transactions facilitated through Stocklife are generally under Regular Plans, for which the distributor may receive trail commission from the respective Asset Management Company.

OrganiseAssets and liabilities
UnderstandIncome, tax and concentration
DiscussSuitable next steps with Stocklife

PRIVATE INTRODUCTORY DISCUSSION

Would you like help reviewing the family wealth snapshot?

Share only basic details. Never submit PAN, Aadhaar, passwords, OTPs or account credentials.

+91 74155 28439support@stocklife.co
Plot No. 340, D/AD, Scheme No. 74 C, Vijaynagar, Indore, Madhya Pradesh 452010