Value Research Advisor

Value Research Advisor

Trusted Fund Advice & Transact

4 ratings
1 review
With Ads
💰 Finance
Free
With Ads

Details

  • Released
  • Updated
  • September 22, 2025
  • July 2, 2026

Features

Value Research Advisor screenshot #1 for iPhone
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About

This app provides SEBI-registered mutual fund advice for goal-based investing and direct plans. It offers expert recommendations, portfolio tracking, analysis tools, and commission-free investing. Manage your family's entire portfolio and research funds effortlessly.

Fix your portfolio: buy, sell, hold recommendations
Goal-based, risk-aligned portfolios
Expert-picked funds with proven performance
Invest with zero commission in direct plans
Instant alerts for poor-performing funds
Portfolio performance and asset allocation tracking
Family portfolio management
Mutual fund screener and research tools
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What's New in Value Research Advisor

1.0.27

July 2, 2026

- Our opinion on every fund — Good, Steady, or Exit — now live in your portfolio. - Bug fixes and UI improvements.

User reviews

Overall a wholesome app

Started using the app today. So far loving it. Experiencing a bit of lag/slowness which can be improved with time I think. A great feature that I would love to see would be quarterly/half-yearly/yearly rebalancing recommendations based on my risk profile, asset allocation ratio and the market cap allocation ratio I would like to maintain for myself.
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Response from developer

Thank you for your feedback! We’re glad to hear you’re enjoying the app. We appreciate your suggestions regarding quarterly/half-yearly/yearly rebalancing recommendations and will share this with our product team for future improvements. We’ll also continue working on performance optimizations to reduce lag and enhance your experience.

FAQ

What is Value Research Advisor?

Value Research Advisor is a SEBI-registered mutual fund advisory service that offers expert recommendations and tools for investors to build wealth through goal-based investing and direct mutual funds.

Is Value Research Advisor free to use?

The app is free to download, but a subscription to Value Research Fund Advisor is required to access its features. The app is listed as free with advertisements.

Does Value Research Advisor have ads?

Yes, Value Research Advisor contains advertisements.

What kind of mutual fund advice does Value Research Advisor provide?

It provides unbiased, SEBI-registered advice, including expert fund recommendations, portfolio fixing (buy, sell, hold), and handpicked funds sorted by strategy and proven performance.

Can I invest in direct plans through Value Research Advisor?

Yes, you can buy, sell, and SIP in direct plans of mutual funds with zero commission, leading to lower costs and potentially higher returns.

How does Value Research Advisor help manage my investments?

The app allows you to track your portfolio's performance, asset allocation, and compare your returns with benchmarks. It also enables viewing and managing your entire family's portfolio across all accounts and asset types.

What research tools are available in Value Research Advisor?

The app features India's most powerful mutual fund screener, detailed fund pages, and in-depth stock research to help you make informed investment decisions.

How often is Value Research Advisor updated?

The app was last updated on 2026-05-18 with version 1.0.24, indicating regular updates to ensure reliability and feature enhancements.