Get access to advanced tools, customised recommendations, hand-picked funds
Instantly cut through the clutter of hundreds of funds and zero in on a short hand-picked list of the exact type of funds you need.
Never be caught by surprise again. Get continuous analysis of all your investments by suitability, returns, risk, exposure and a host of other parameters.
Alerts and warnings for mutual funds and stocks
Downloadable and printable ‘Fund Card’ for each fund
Export all data as spreadsheets and analyse it in Excel
Valuation history chart: PE and PB
Ten years of annual financial data, eight quarters of quarterly data on all companies
Save unlimited stock screens
Where Value Research is really useful is when it comes to new or lesser known funds that are the emerging stars of tomorrow.
I regularly read Value Research mailers to apprise myself of investment trends. This provides me with a useful background when considering fresh investments. To evaluate fresh investments, I use performance tables, which provide a useful database to make investment decisions.
Value Research has helped me in making informed decisions and is still helping me in my retirement plan. It comes as a handy guide when comparing the performance of different funds.
Value Research Premium provides a way for you to articulate your goals clearly and suggests a set of investments and a pattern of investments for those goals. It then helps you continuously monitor your investments to make sure they are heading for your goals.
Founder & CEO, Value Research
As of now, we do not provide the transaction platform for investing in the funds.
Our Portfolio Analysis (Fix Your Portfolio) feature is an algorithm-based system that has been evolved by our team with interaction and testing on thousands of real user portfolios. The system generates suggestions based on your portfolio. The algorithm also considers as inputs other information from you including your financial goals.
However, personal advice from our analysts is not part of this service.
There is no fixed periodicity. Our team continuously assesses each fund and acts if there is any reason to change recommendations. We expect these to be quite infrequent. When we do make a change, we explain the logic to our members in detail.
The Star Rating system is a purely arithmetic, data-driven exercise in which all funds are treated by the same algorithm. The algorithm is based on the past performance of funds.
However, in some cases, our research process indicates that the future prospects of a fund might be different from what the rating indicates. In such cases, our recommendations may deviate from our star ratings.
The research process considers not just past performance of funds, but also suitability, quality of portfolio, etc. before including funds in our list.
Value Research Premium is an enhanced version of the standard Value Research Online membership you have. It has everything that the standard membership has, along with an additional set of features and services.
If your premium membership lapses, the standard features will continue to work but the premium features will discontinue.
The standard (non-premium) Value Research Online service has always been free and will remain free.
Since you can use the standard service for free for as long as you like, there is no other trial or refund available.
There is no guarantee. You should evaluate your membership and investment decisions based on the information that we have published here, Value Research’s long-track record, and the Terms & Conditions of the service.
No, Value Research Premium service helps you in selecting mutual funds based on your needs. For stock recommendations you can subscribe to our Value Research Stock Advisor service.
However, there are plenty of other premium features to help with your stock investments. Tracking of your stock holdings in the ‘My Investments’ section, setting alerts on stocks, calculating capital tax on stock investments and many more stock-related features (as listed above) are integral parts of Value Research Premium.