Value Research Online

Trying to do it all with one SIP? Here's why it's a mistake

Thu, 18 Sep 2025 16:00:00 +0530

Using a single SIP for retirement, a car and vacations can derail all three. See how a simple three-SIP strategy brings clarity and keeps every goal on track.

'FOMO finance': When investing becomes performative

Wed, 27 Aug 2025 19:31:45 +0530

From flashy stock tips to portfolio flexing, social investing is fuelling herd behaviour and FOMO. Learn the risks of performative investing and biases.

How Deepak can save Rs 1 crore for his daughter's education

Tue, 01 Jul 2025 17:50:53 +0530

Deepak aims to save Rs 1 crore for his child’s education through SIPs and smart planning. See how he used a goal calculator to turn anxiety into action.

Crossed 50? It's time to get your investments in order

Fri, 27 Jun 2025 11:22:50 +0530

At 50, it’s time to declutter your investments, reduce risk and secure peace of mind. Use this 5-point checklist to stay organised and family-ready.

5 money habits to build before you turn 25

Fri, 20 Jun 2025 13:49:59 +0530

Want to build wealth young? Start a SIP, track your money, set a goal and build habits—not just hacks. Here's a simple checklist for Indians under 25.

How SIPs helped this dancer fund his dreams in Florence

Fri, 13 Jun 2025 17:58:41 +0530

When Odissi dancer Maitreya dreamed of Florence, he didn’t wait for fate. He started SIPs with Value Research and funded his artistic dream with discipline.

How one Mysuru family brought their finances together

Fri, 06 Jun 2025 14:58:32 +0530

From scattered FDs and PPF to one clear dashboard, here’s how Vighnesh brought structure to his family’s finances. You can too — with one simple step.

How Pavan discovered his forgotten 48K

Tue, 03 Jun 2025 15:59:51 +0530

Pavan found Rs 48,000 he didn’t know he had. You could too. Use this smart tool to uncover old mutual fund investments linked to your PAN in seconds.

Drishtant's portfolio was a mess in designer packaging

Thu, 29 May 2025 15:28:48 +0530

Owning multiple mutual funds doesn’t guarantee diversification. Learn how hidden stock overlaps can create concentrated risks in your portfolio.

SIP, Masi's advice & that CrossFit crush in Lajpat

Thu, 22 May 2025 16:15:37 +0530

Starting an SIP is smart. But knowing when to stop it is smarter. Here’s how to review, declutter, and upgrade your mutual fund game using the Portfolio Tool.

Aaryam Mathur had a portfolio but he didn't have a clue

Mon, 19 May 2025 15:51:01 +0530

Think you’re diversified? So did Aaryam—until a single dashboard exposed his tech-heavy portfolio. The Value Research Portfolio tool doesn’t lie.

How often is too often?

Wed, 14 May 2025 18:31:59 +0530

Obsessed like Rohit or ghosting like Ritika? Here's the real answer on how often to check your investments—plus a tool that makes it drama-free and smart.

"Sab set hai yaar"... until it wasn't

Fri, 09 May 2025 16:56:04 +0530

Mr Sinha had over Rs 1 crore invested—but his family couldn’t access it in an emergency. Here’s why organising your portfolio can’t wait until later.

Invest smarter with the Value Research Portfolio Manager

Mon, 05 May 2025 18:25:49 +0530

Value Research Portfolio Manager helps you track mutual funds, stocks, and more in one place. Get real returns, tax reports, and clear insights for free.

Demerger drama: Kabir Suri's portfolio gets a reality check

Thu, 01 May 2025 15:12:46 +0530

When a demerger hit, Kabir’s frozen Excel left him blind. Learn why Value Research's automated portfolio tools matter—and how to stay ahead in a fast-moving market.

Click. Think. Invest. Repeat.

Tue, 29 Apr 2025 14:00:00 +0530

Attention is the new currency in the world of investing, and technology can give you the upper hand. Find out why, as a value investor, how you can use disciplined tracking to your advantage.

Rajesh's retirement shock: "Mere paas SIPs the, bro!"

Thu, 24 Apr 2025 13:40:07 +0530

Rajesh thought SIPs were enough—until inflation, poor funds and blind faith in his plan shook his retirement dreams. Here’s how to avoid his mistake.

The Rs 10 lakh surprise: A lesson in forgotten investments

Mon, 07 Apr 2025 12:35:53 +0530

Ravi's Rs 2 lakh grew to Rs 10 lakh in 10 years, but he missed bigger gains. Learn why regular portfolio reviews are key to maximising your investments.

Make the most of your NPS investments with our NPS Performance Tool

Wed, 22 Jan 2025 12:23:04 +0530

Read how Value Research’s NPS Performance Tool can help you track returns, compare schemes, and make informed investment decisions to build a solid retirement corpus.

Are you saving enough for your goals?

Thu, 05 Dec 2024 17:22:55 +0530

We see how Value Research's Goal Calculator tool helps you plan strategic investments to achieve your dream home, car, and other financial goals.