Value Research

18/07/2025

Why did over 1.1 lakh investors wait for Wealth Insight every month?
Because it wasn’t about stock tips.

It was about clarity over chaos.
Long-term thinking

Fundamental analysis

No speculation. No noise.
Serious investors still swear by it.

17/07/2025

What if a single book could help you stop second-guessing your investments?

Money, Markets & Mistakes isn’t just a guide. It’s a reality check.

It shows you what works, what hurts, and how to finally invest with clarity.

Available now on Value Research, Amazon & Flipkart
Get your copy now and invest smarter! https://tinyurl.com/4sxfzcus

17/07/2025

Speed can help, but only if balanced right.
Momentum funds delivered spectacular returns in 2023, but now, they’re among the worst performers. What happened?
This deep-dive breaks down the risks, the rewards, and exactly how much you should allocate to them.

Read the full guide → vro.in/s225442

17/07/2025

You can still drown in a river that’s 5 feet deep.
Average returns don’t mean consistent success.

Here’s why the Information Ratio matters more than just alpha and how it can save your portfolio from emotional mistakes.

By Aashish P Somaiyaa, CEO, WhiteOak Capital
🔗 Read more:

The information ratio focuses on consistency over alpha averages. Learn how it helps protect your portfolio from extreme performance swings and ensures reliable returns.

16/07/2025

Buying at ₹10 and selling at ₹11 isn’t investing. It’s missing the big picture.

A lot of investors celebrate tiny gains... while missing out on real wealth creation.

True investing isn’t about chasing ₹1 profits: it’s about spotting the ₹10-to-₹31 journey and having the temperament to ride it.

If you want to be more than just another trader riding noise, this is your cue.

Subscribe to the latest edition of Wealth Insight. https://tinyurl.com/mwc29u9y
Your journey to becoming a thoughtful investor starts here.

16/07/2025

Past returns don't tell the full story.

How should you really judge a mutual fund?

🎥 Find out in the next episode of with Dhirendra Kumar.

📅 July 18 | 🕧 12:30 PM
Register now! www.valueresearchonline.com/videos/

15/07/2025

𝙔𝙤𝙪 𝙖𝙨𝙠, 𝙬𝙚 𝙥𝙤𝙨𝙩!

One investor asked if a Rs 15,000 SIP could reach Rs 1 crore in 10 years.

We ran the numbers, tested the returns and uncovered insights that might surprise even seasoned investors. So, before you plan your path to a crore, slide through!

Read the full analysis: vro.in/s225426

15/07/2025

Just Launched: 𝐌𝐨𝐧𝐞𝐲, 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐚𝐧𝐝 𝐌𝐢𝐬𝐭𝐚𝐤𝐞𝐬 by Dhirendra Kumar

A curated collection of his sharpest insights from the past year: now available in one powerful volume.
Hardbound: ₹980 | Available on Value Research, Amazon & Flipkart
Paperback: ₹595 | Pre-order now on Value Research
Kindle: ₹495 | Coming soon

Start your reading journey →https://tinyurl.com/yrvmed4s

15/07/2025

More funds ≠ better diversification.

Nirmay Choksi, director & head of investment, NJ Group shows how holding fewer, non-overlapping schemes can actually boost long-term returns.

Rule-based strategies help you get it right.
Read more:

Owning more funds doesn’t mean better diversification. Learn how rule-based strategies, active share, and portfolio overlap analysis can help you build smarter portfolios.

14/07/2025

These five Multi Cap Funds are placing aggressive bets where the growth potential is highest - mid- and small-cap stocks. Mandated to hold 25% each, but these funds are doubling down.

14/07/2025

Don’t throw your cap just because the monkeys are.

In uncertain markets, asset allocation wins instead of panic.

Stay diversified, stay disciplined. That’s how wealth is built.

By Aashish P Sommaiyaa, CEO, WhiteOak Capital :

In times of market uncertainty, don’t panic. Understand the importance of asset allocation, avoid emotional decisions and focus on long-term growth with a disciplined, contrarian approach to investing.