The Solution to all your
Mutual Fund Problems

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Leave the hard work to us

Get a personalized portfolio that fits your goals.

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Choose your own funds

From Analyst's Choice, a curated list of funds for their long-term potential.

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Sharpen your portfolio

Start with a few suggestions from us. Keep the best and avoid the useless.

Invest with confidence

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Join India’s trusted advisor

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Dhirendra Kumar

Founder and Chief Executive
Value Research

Benefit from 30 years of experience.

For three decades, all of us at Value Research have passionately advocated the easy and ideal path to achieve life's financial goals. Define your goals, invest in mutual funds through SIPs, diversify but not too much, strike the correct balance between asset types, keep your portfolio simple, track it regularly, keep an eye on costs, rebalance periodically, and stay the course during market fluctuations.

Now, we have a service that will actively guide you through making sure that all this gets done and that you reach your goals easily and successfully.

Advice, and much more!

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Transact anytime, anywhere

Buy, Sell, SIP in commission-free direct plans. Simple, reliable, secure.

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mutual fund icon Mutual Funds
stocks icon Stocks
nps icon NPS
ppf icon PPF
sgbs icon SGBs
bonds icon Bonds
deposits icon Deposits
mutual fund icon Mutual Funds
stocks icon Stocks
nps icon NPS
ppf icon PPF
sgbs icon SGBs
bonds icon Bonds
deposits icon Deposits
mutual fund icon Mutual Funds
stocks icon Stocks
nps icon NPS
ppf icon PPF
sgbs icon SGBs
bonds icon Bonds
deposits icon Deposits

Track

All investments of entire family in a single account. Quick import, Actionable advice, Tax reports.

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Our best tools, videos, guides and articles from Indian investing’s most trusted name.

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Frequently Asked Questions

  • Tested and perfected over the years, our ground-breaking Portfolio Planner is a sophisticated automated advisory engine that delivers investment advice customised to your risk profile and investing needs.

    Based upon a set of highly objective questions, Portfolio Planner is able to select the most suitable funds and create a custom investment plan for you. While doing so, it accounts for all the important dimensions such as asset allocation, number of funds, diversification across investment styles, AMC-level diversification, and much more. Not only that, you get the convenience of putting the recommended plan into action with one click.

  • Yes, you can invest in the Direct plans of mutual fund schemes through the Value Research Fund Advisor website.

  • Our full suite of power features include:

    • Portfolio Planner - Our automated investment advisory engine to create custom portfolios matched to your income, time frame, goals and risk appetite
    • Transactions - Efficient and paperless investing in Direct plans
    • 6-in-1 family account - Onboard up to six family members to get personalised investment advice and transaction services for each
    • Analysts’ Choice - Our hand-picked selection of mutual funds, covering every investing need, to build your own portfolio
    • Buy Sell Hold - Get our analysts’ Buy Sell Hold guidance regularly on schemes in all major mutual fund categories
    • Portfolio Analysis - Get continuous analysis of all your investments by suitability, diversity, returns, risk, liquidity and a host of other parameters, so you know exactly what is wrong and what is right about them
    • Subscribers’ Helpline - An exclusive video series where Dhirendra Kumar and his team of seasoned analysts answer your questions
    • Premium content - We don’t just say ‘What’, we tell ‘Why’. Get detailed fund reviews, inside conversations with fund managers and other exclusive coverage
    • Customisable alerts - Set your own alerts on funds and stocks so you never miss a detail important to you

    And that’s not all. You get a features-loaded investments tracker, auto-import of fund investments, downloadable fund cards, export to excel, and a lot more!

  • No. Transaction enablement is an additional facility which you may use at your discretion. There are no additional charges for transacting through our platform. In fact, we only offer transactions in the Direct plans of mutual funds, which cost less and, therefore, earn higher returns than their Regular plan counterparts.

  • Direct plans are cheaper as they charge a lower expense ratio from you.

    Unlike Regular plans, they do not charge a distributor’s commission from you.

    These cost savings can be substantial. The Direct plan of an equity fund saves you about 1% of the value of your investment each year by charging lower expenses. Over the long term, this makes a substantial difference to your overall returns and wealth.

  • Our suite of advisory tools are primed to deliver investment advice optimised to your investing needs.

    Besides advice for fresh investments, you get exclusive access to features such as the Portfolio Analysis, our algorithm-based system that tells you what is right and wrong about your existing investments. You also get our analysts’ opinions (in the form of Buy, Sell, Hold, Avoidable) on all funds in almost all prominent fund categories, which are regularly updated. You can use these insights to finetune your investments.

    But one-on-one advice is not part of this service.

  • No, Value Research Fund Advisor service helps you build mutual fund portfolios based on your needs. You can track your stock holdings in the ‘My Investments’ section, set alerts on stocks and calculate capital gains tax on stock investments. But for stock recommendations, you need to subscribe to our Value Research Stock Advisor service.

  • As a subscriber to Value Research Fund Advisor, you get our opinion on a vast number of mutual fund schemes available in India. So you not only get our hand-picked list of funds to build a solid investment portfolio, but also our guidance on what to do with your existing funds.

    Based on our rigorous quantitative and qualitative assessment, every mutual fund scheme is assigned one of the following tags – Buy, Sell, Hold, Avoidable or No Opinion. Here's what they mean.

    • Buy: This is the set of funds that meet our high expectations across all relevant dimensions, including performance, consistency, investment style, costs, portfolio quality and credibility of fund management. We believe these funds are well equipped to deliver on the investment goals they are suited for. A hand-picked selection of funds from our Buy list is marked as Analysts' Choice. These are our top recommendations backed by the deep conviction of our analysts. If you are starting to build a portfolio, this is the list to refer to.
    • Sell: These are funds where we have concerns on one or more parameters such as performance, cost, portfolio quality, etc. We believe there are superior alternatives available, so investors can do without these funds.
    • Hold: These funds are less concerning than the Sell funds. But at the same time, we believe better options exist. So, while you can stay invested in them, the Buy list can provide superior alternatives for any fresh investments.
    • No Opinion: These are funds about which we lack enough information to form an opinion for now. Usually, this list comprises funds with a limited performance history, a recent change in investment mandate, or, in some categories, those lacking an adequate size.
    • Avoidable: All mutual fund schemes' regular plans and dividend options are marked as Avoidable. We encourage you to invest only in Direct plans and Growth options as they are more cost-effective and tax-efficient. Besides, there are several mutual fund categories, which we believe retail investors can simply do without. All such categories and their constituent schemes are marked as Avoidable. We believe that you don't miss out on much by ignoring them. On the contrary, it significantly simplifies choice.

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