FOLIUX Wealth Simulators
Access our suite of institutional-grade financial simulators to map your wealth projections, model tax liabilities, and optimize compound growth.
My Calculators Login Required
Save and manage your simulations. Connect directly to your FOLIUX Portfolio to run advanced projections and tax planning.
My Tax Calculator
Compare tax liabilities under Old vs New regimes with your real-time portfolio data automatically synced from FOLIUX.
My Net Worth Projection
Project your asset-class growth and net worth milestones based on historical compounding rates.
My Retirement Planner
Model real inflation scenarios and calculate the exact age you can claim financial freedom.
My Portfolio XIRR
Compute exact annualized returns for your cash inflows and outflows across all assets.
My Cashflow Forecast
Forecast monthly liquid capital balances by syncing regular investments and expenses.
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Calculators
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Parameters
Results Projection Real-time
Manual Income & Deductions
House Rent & Loan Benefits
Tax Deductions (Old Regime)
Auto-Fetched Portfolio Income
These values are automatically extracted from your live portfolios and transactions for the selected Financial Year.
| Income Source | Amount | Status |
|---|---|---|
| Stock Dividends | ₹0.00 | Live Stocks |
| Mutual Fund Dividends | ₹0.00 | Live Cashflow |
| Realized STCG (Equity) | ₹0.00 | Live Trades (FIFO) |
| Realized LTCG (Equity) | ₹0.00 | Live Trades (FIFO) |
| Debt Mutual Fund Gains | ₹0.00 | Live Trades |
| Cryptocurrency Realized Gains | ₹0.00 | Live Coins |
| FD & RD Interest Income | ₹0.00 | Live FDs |
| Rental Income (Other Assets) | ₹0.00 | Live Assets |
| NPS Contributions (Section 80CCD) | ₹0.00 | Live NPS |
| PPF & EPF Contributions (Section 80C) | ₹0.00 | Live PF |
| ELSS Investments (Section 80C) | ₹0.00 | Live MFs |
Tax Planning & Optimizations
Tax Projection (Full FY Forecast)
Projecting full-year tax based on income earned to date.
Downloadable Tax Reports
Export verified investment declarations and income receipts as PDF statements.
Tax Summary Report
Download a clean comparison of Old vs New tax regimes containing deductions claimed.
Capital Gains Report
Export trades realized profit details including holding periods and classifications.
Dividend Income Report
Download stocks and mutual funds dividend receipts list for slab taxation.
Interest Income Report
Download accrued interest statements from fixed deposits and recurring assets.
Annual Tax Statement
A comprehensive, multi-page document combining Summary, Capital Gains, Dividends, and Interest.
₹0.00
Potential tax savings u/s lower tax regime
Historical Year Comparison
| FY | Total Income | Old Tax | New Tax | Best |
|---|
Quick Comparison Lab
Compare options to choose the best strategic financial vehicle.
My Calculation History
Recent wealth simulations run on this device.
Regulatory Compliance & Transparency
FOLIUX Wealth simulators comply with institutional disclosure guidelines.
SEBI Disclaimer: Simulation tools provided by FOLIUX are solely for educational purposes and do not constitute solicitation or recommendations to buy, sell, or hold securities. These projections are mathematical estimations based on past growth performance and do not guarantee future returns.
Investment Returns Disclaimer: Mutual fund, stock, and cryptocurrency investments are subject to market risks. Read all scheme related documents carefully. Past performance does not indicate future results.
Stocks & Cryptocurrencies Risk Warning: Trading high-volatility financial instruments carries a highly significant risk of capital loss. Simulators model linear rate expectations; real market assets incur compounding volatility and potential drawdown events.
Tax Calculation Disclaimer: Tax regimes, HRA exempt rules, and salary breakdowns are estimated under the provisions of the Income Tax Act, 1961 (and subsequent amendments). Surcharges, rebates, and individual deductions may vary; consult a qualified Chartered Accountant (CA) or certified tax advisor before filing.
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