‘Your French is much better this month’.

You’ll never hear such generic feedback from a competent language instructor.

Learning a foreign language involves getting lots of moving parts to work in sync: grammar, vocabulary, phonetics, cultural niceties, and more.

As a result, good instructors provide regular feedback on each independent sub-skill separately: this lets you focus on bottlenecks and get a better overall picture of your progress.

Wouldn’t it be wonderful if you could get a similarly detailed assessment of your investment portfolio? A personalised analysis that cuts out the noise and gives you actionable financial feedback? That clearly indicates what you’re doing right and what could be better?

Such tailored insights are exactly what the DSP Rearview Mirror Report 2024 provides.

Your personalised investment progress report

The DSP Rearview Mirror Report 2024 is like a compass in the choppy seas of investing: it helps you stay on the right track no matter what the markets are doing.

Here’s what your report will contain:

● Your portfolio snapshot: Your portfolio’s value, returns, and profit, as well as the number of open SIPs you have.

● The actions you took in the past year: SIPs started and closed, along with purchases and withdrawals.

● Asset allocation changes: How diversified your portfolio is compared to the previous year in terms of market cap, asset type, and fund type (active vs passive).

● Your key drivers: A checklist of real-world steps that simplify investing.

Thus, your report will give you a focused breakdown of your investing life without overwhelming you with unnecessary details.

How is this report relevant to you?

The breakdown provided by the DSP Rearview Mirror Report 2024 teems with insights that help you:

● Identify diversification gaps: Spot instances where your portfolio might be over- or under-weight in terms of asset classes, market caps, or fund types.

● Track your progress: Monitor your financial journey and align your investments with your long-term goals.

● Benchmark against yourself: Compare your actions in 2024 against what you did a year before and how well you took advantage of certain market movements in the year.

Simply put, a better understanding of your investments will lead to more informed decisions, which will then lead to better investing outcomes.

Feedback that fuels your growth

Three main features set this report apart from others:

● No noise: A focused, no-clutter evaluation of your investments, without any fluff or irrelevant details.

● Personalisation: Highly relevant insights based on your specific investments and investing history; the DSP Rearview Mirror Report 2024 contains no generic investment advice.

● Actionable recommendations: Clear and concise counsel that propels you towards your financial goals.

A rewarding habit… literally

They say that if you can’t measure it, you can’t improve it.

And as you progress along your investing journey, it’s easy to lose sight of the handful of variables that have the biggest impact on your portfolio’s growth.

For this reason, regularly reviewing the impact of your investing decisions can be a simple but game-changing habit.

You can view your report by logging into your account on the DSP website. And to make it even simpler, you can also use the DSP mobile app to access your report whenever you want!

Turn data into clarity today

Ready to unlock the power of data-driven insights and take control of your financial future?

Then simply click the image below to get the DSP app and view your DSP Financial Report Card!