Advisory Tools
Achieve your financial goals with DSP online financial calculators. Optimize your investment strategy for different methods and choose the best investment option.
Compare Mutual Funds
In this tool, you can compare the returns of 5 funds from any categories across all or select few AMCs within your selected...
Fund Basket
Here you can get 5 ready made fund baskets - Equity, Hybrid, Debt, ETF and Tax Saver. You can select a basket...
Investment Presentation
You can create different types of Investment Presentation for your client - Lumpsum, SIP, SWP and STP. The Tool will show...
Investment Solutions
This tool provide readymade scheme selection for various Investment Solutions like Wealth creation, Aggressive Growth...
Model Portfolio
This tool gives you readymade Model Portfolios for 5 risk profiles. Schemes are suggested based on the risk profile...
STP Rebalancing (Profit Transfer)
Through this tool, you can see how an investor can benefit by just transferring the gains of a low risk fund to a high risk fund...
Power of Compounding - SIP Schemes
This tool depicts how the 'Power of compounding' works in a fund's SIP returns over the long term...
Power of Compounding - Lumpsum Schemes
This tool depicts how the 'Power of compounding' works in a fund's Lumpsum returns over the long term...
Power of Compounding - Multiple Return Assumptions
This tool depicts how the 'Power of compounding' works in SIP at various assumed rate of returns over the long term...
Fd vs swp-Withdrawal
Through this tool, you can see how an investor can benefit by just transferring the gains of a low risk fund to a high risk fund...
Sip Tools
Achieve your financial goals with DSP online financial calculators. Optimize your investment strategy for different methods and choose the best investment option.
Know your SIP Returns
In this tool, you can actually enter all the ongoing SIP schemes of the investor started at various dates and see the actual...
Maximise SIP returns
In this tool, we analyse the behaviours of 3 investors - Investor A stops SIP in market correction and restarts...
SIP - All schemes in a category
From this tool, you can download the SIP returns of all schemes in a category for 3 periods of your choice...
SIP - Detailed Analysis
In this tool, we are analysing the SIP returns of a scheme in details. Example - Apart from total invested, current value...
SIP vs SIP Top Up
What is the difference between SIP and SIP Top up? In this tool, you can input the monthly SIP amount, SIP period, expected returns...
SIP vs SIP Top Up - Schemes
Like the earlier SIP vs SIP Topup tool, which was hypothetical, here in this tool you can analyse the SIP and SIP Top up...
Why not to Stop SIP
Loss aversion bias causes investors to stop their SIPs when the market falls which harms the investor's interest in the long run...
Why Start SIP Early
This is the story of 3 individuals who started SIP at different ages, but opted for the same age when the SIP will end...
Why Start SIP Early - Schemes
Taking forward the above example Why Start your SIP Early, this tools demonstrates the above with real scheme returns...
SIP Performance - Multiple Periods and Schemes
Here, you can enter 5 different periods (To and from date) of your choice and 5 schemes of your choice from any category...
SIP Returns with Deferment Period
This unique tool helps you understand the Power of Compounding of your limited period SIP. The concept is - You can do...
Elss Tax Savings Tools
Achieve your financial goals with DSP online financial calculators. Optimize your investment strategy for different methods and choose the best investment option.
ELSS Rollover Tool
The concept of this tool is that you can invest in ELSS for 3/4/5 years (you can select period) and then re-invest...
ELSS vs PPF vs NIFTY
In this tool you can compare any ELSS mutual fund scheme with PPF and NIFTY 50. Historical data shows that equity as an asset...
ELSS vs PPF - Lumpsum & SIP Returns
This tools help you select 5 ELSS funds and compare their lumpsum and SIP...
Swp Tools
Achieve your financial goals with DSP online financial calculators. Optimize your investment strategy for different methods and choose the best investment option.
Retirement Organizer
Based on your current monthly expenses and current savings, expected inflation, expected returns during the accumulation...
SIP + SWP Retirement Combo
SIP+SWP Combo Retirement Planning - This tool is essentially about growing wealth through SIPs and reaping the rewards...
SWP Investment Organizer
In the earlier SWP tool, we tried finding out your future monthly expenses based on current expenses and then find out...
SWP Proposal
This tool helps investors who want to make one-time investment to start SWP now or after certain years. You can enter...
SWP with increasing payout
This tools helps you know your future monthly expenses based on current expenses taking into account the inflation...
