valueresearch.in
Value Research is an independent Indian investment research platform founded in 1992, serving 3.5 million+ retail investors with mutual fund ratings, stock advisory, portfolio tracking tools, and educational content. It is bootstrapped, founder-owned, and profitable since inception.
- Company typePrivate
- Founded1992
- HeadquartersNoida, India
- Headcount—
- GTM typeB2C
- OfferingSoftware
What valueresearch.in does
Value Research is an independent investment research and advisory platform founded in 1992 by Dhirendra Kumar and headquartered in Noida, India. The company serves Indian retail investors with mutual fund ratings, stock research, portfolio management tools, and educational content, operating four offices (Noida HQ, Mumbai, Chennai, Kolkata). It maintains ratings on 1,639 mutual funds backed by 30+ years of historical performance data, and claims a user base of 3.5 million+ registered investors, making it one of the longest-established independent research brands in Indian retail finance.
The core product is Value Research Online, a web platform offering free tools (Portfolio Manager, Fund Screener, Stock Screener, SIP Calculator, IPO Monitor, NPS performance tracker, insurance guidance) and premium advisory subscriptions. Premium tiers include Fund Advisor at ₹4,900 per year (covering six family members with buy/sell/hold recommendations on every fund) and Stock Advisor at ₹9,990 per year (three model portfolios). The company also publishes two monthly magazines (Mutual Fund Insight, Wealth Insight) and distributes newsletters, videos, podcasts, and free downloadable investment guides. Technology includes a bilingual (English/Hindi) interface, native iOS and Android applications, MF Central integration for automated portfolio import, and AI-equipped calculators for SIP, tax, and investment analysis. AI capabilities appear limited to feature-layer applications rather than core methodology.
Revenue is generated through premium subscriptions, magazine and newsletter sales, publication royalties, and data licensing to media and financial institutions including Bloomberg, Economic Times, Mint, NDTV, and ICICI Direct. The company is privately held by founder Dhirendra Kumar and his family, has been profitable since inception, and has never raised external funding. It is bootstrapped, founder-owned, and operates without a parent company or institutional shareholders, providing unusual independence for a 30+ year-old financial media and research business.
valueresearch.in firmographics
Firmographics- Name
- valueresearch.in
- Legal name
- Value Research India Private Limited
- Website
- https://valueresearch.in
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Short description
- Value Research is an independent Indian investment research platform founded in 1992, serving 3.5 million+ retail investors with mutual fund ratings, stock advisory, portfolio tracking tools, and educational content. It is bootstrapped, founder-owned, and profitable since inception.
- Ownership category
- akta.pro rank
valueresearch.in industry classification
Industry- Product category
- Investment Research
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
- akta.pro secondary industries
- Equity Research (FSACAGAA), Strategy & Thematic Research (FSACAGAG)
Keywords
Where valueresearch.in is headquartered
LocationHeadquarters
- HQ city
- Noida
- HQ country
- India
- HQ region
- Asia
Offices4 records
Markets served
valueresearch.in business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Premium Subscriptions: Annual subscription services providing investment advisory including Stock Advisor (₹9,990/year) and Fund Advisor (₹4,900/year) with recommendations, ratings, and expert support
- Publications: Sale of magazines (Wealth Insight, Mutual Fund Insight) and books on investment topics through the online shop
- Newsletter Subscriptions: Free newsletters with premium content tiers including Editor's Note, Fundline, Stock Insight, Mutual Fund Insight, Wealth Insight, and Index Intel
- Data Licensing: Providing mutual fund data and analysis to media outlets, financial portals, and institutional clients
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Stock Advisor - Stock investment recommendations with three portfolios |
| Subscription | Annual | Fund Advisor - Fund investment advice for you and five family members |
| Subscription | Monthly | Wealth Insight Magazine - Monthly publication for stock investors |
| Freemium | Pay-as-you-go | Free Services - Core platform features |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels8 records
valueresearch.in product offering
Product offeringCore offering
Value Research provides independent investment research, mutual fund ratings, and stock advisory services for individual investors in India. The company operates a web-based platform delivering analytics, portfolio management tools, screeners, and financial calculators, complemented by premium subscription research products and print and digital publications.
Product overview
Value Research operates as a comprehensive investment research and advisory platform offering a portfolio of products centered around mutual fund and stock analysis. The core platform is Value Research Online (VRO), which provides free tools including fund and stock screeners, portfolio management, SIP calculators, IPO monitoring, and market indices. Premium offerings include Fund Advisor (₹4,900/year) and Stock Advisor (₹9,990/year) subscription services offering evidence-based investment recommendations with expert analyst support. The platform also publishes two magazines: Mutual Fund Insight (monthly) and Wealth Insight (monthly), alongside educational content through newsletters, videos, podcasts, and free investment guides. A dedicated mobile app extends access to Android and iOS users. The company was founded in 1992 and has served over 3.5 lakh investors since inception.
Differentiator
Problem solved
Functional benefit
Brands
- Wealth Insight: Monthly equity investment magazine and publication for savvy stock investors, containing ideas for building wealth.
- Mutual Fund Insight
- Value Research Fund Advisor
- Value Research Stock Advisor
- Value Research Pro
Products and services
- Value Research Online (VRO) Web-based investment research platform providing independent mutual fund ratings, equity stock analytics, fund screeners, and portfolio management tools for Indian retail investors.
- Value Research Fund Advisor Premium subscription advisory service delivering curated mutual fund recommendations, model portfolios, and ongoing research-backed guidance for fund investors.
- Value Research Stock Advisor Premium subscription advisory service providing equity stock ideas, research, and analytics for individual investors building equity portfolios.
- Value Research Portfolio Manager Tool that allows individual investors to track, analyze, and manage their investment portfolios across mutual funds and stocks.
- Value Research Print and Digital Publications Subscription-based investment magazines and newsletters delivered to individual investors covering funds, stocks, and personal finance topics.
Quantifiable outcome
- 1,639 mutual funds rated on the platform
- +1 more outcomes
Companies that use valueresearch.in
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles1 record
valueresearch.in technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
valueresearch.in partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- Economic TimesminorHistorical partnership where Economic Times published Value Research's mutual fund reports and analysis, including the Mutual Fund Scorecard launched in 1993
- BloombergminorBloomberg uses Value Research's mutual fund data as part of its financial data service
- ICICI DirectminorPartnership for distribution of Wealth Insight magazine to ICICI's stock broking customers, reaching over one lakh members
- MF CentralcoreIntegration with MF Central platform for automated mutual fund portfolio import feature, enabling users to securely import their complete mutual fund transaction history
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
valueresearch.in competitors and assessment
Company assessmentDirect peers
- Morningstar India: Global leader in mutual fund ratings and investment research with a dedicated India operation. Direct competitor on the mutual fund rating and analytics front, and the most credible peer to Value Research's core offering.
- Moneycontrol: India's largest financial news and investment research portal, covering mutual funds, stocks, and personal finance. Overlaps with Value Research's free research, screeners, and portfolio tools for retail investors.
- Trendlyne: Indian equity analytics and stock screener platform offering proprietary ratings, screeners, and stock comparison tools — directly comparable to Value Research's stock research and screeners offering.
- Tickertape: Zerodha-owned equity research and analytics platform offering stock screeners, comparisons, and portfolio tools for Indian retail investors; directly competes with the Stock Advisor and stock screener products.
- Kuvera: Indian mutual fund investment and advisory platform offering direct plans, research, and recommendations. Overlaps with Value Research Fund Advisor on retail mutual fund advisory and goal-based planning.
- ETMONEY: Times Internet-owned personal finance and mutual fund research platform with screeners and recommendations. A direct competitor in Indian retail mutual fund research and advisory.
Emerging players
- Groww: One of India's largest retail broker and investment platforms with integrated research, screeners, and educational content. Comparable as a newer generation competitor bundling free research with trading and mutual fund access.
- Smallcase: Indian thematic investing platform offering model portfolios and stock baskets. Overlaps with Value Research's Stock Advisor in providing curated equity portfolios for retail investors.
Others
- Bloomberg L.P. Global financial data and research provider that licenses Value Research's Indian mutual fund data. Comparable as a buyer of similar data and an aspirational benchmark for institutional-grade financial data products.
Broad incumbents
- Zerodha: India's largest discount broker with integrated educational platform Varsity and equity-research spin-off Tickertape. Competes broadly in retail investment research via free, broker-bundled content that commoditizes standalone research.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
valueresearch.in social profiles
Digital presencevalueresearch.in financial estimates
Financial estimateRevenue estimate
Valuation estimate
valueresearch.in leadership team
Management profileNumber of profiles
Profiles1 record
valueresearch.in funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
valueresearch.in M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about valueresearch.in
What does valueresearch.in do?
Value Research provides independent investment research, mutual fund ratings, and stock advisory services for individual investors in India. The company operates a web-based platform delivering analytics, portfolio management tools, screeners, and financial calculators, complemented by premium subscription research products and print and digital publications.
Is valueresearch.in a public or private company?
valueresearch.in is a private company. It is classified as family owned and is currently operating.
When was valueresearch.in founded?
valueresearch.in was founded in 1992.
Where is valueresearch.in based?
valueresearch.in is headquartered in Noida, India, in the Asia region.
How does valueresearch.in make money?
Four revenue lines are on record. Premium Subscriptions are the primary driver. The others are publications, newsletter Subscriptions and data Licensing.
Who are valueresearch.in's main competitors?
Direct peers on record are Morningstar India, Moneycontrol, Trendlyne, Tickertape, Kuvera and ETMONEY. Emerging players are Groww and Smallcase. Bloomberg L.P. is listed as an others. Zerodha is listed as a broad incumbent.
Does valueresearch.in have an API?
No public API is recorded for valueresearch.in.
What industry is valueresearch.in in?
valueresearch.in's product category is Investment Research. Its primary akta.pro industry code is FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail), with a secondary code of FSACAGAA, Equity Research. Its NAICS code is 523940 and its SIC code is 6282.