Value Research Advisor vs SoftFolio

Buy right. Fix the rest. Unclutter your portfolio and own only what works—with personalised, SEBI-registered guidance from India’s most trusted independent investment research institution. Most investors don’t start with an empty portfolio. They start with too many funds, the wrong funds, and no clear structure. The Value Research Advisor app fixes that. We tell you what to keep, what to remove, and what to add—based on three decades of independent research, with zero commission and no conflicts of interest. WHAT SUBSCRIBERS GET Fix Your Portfolio Know exactly what to buy, sell, or hold from the funds you already own. We tell you when to act—and when the most valuable advice is to do nothing. Advice That Adapts to You Goal-based, risk-aligned portfolios built for your situation—not a generic model. Funds That Pass Our Toughest Tests We reject what’s wrong before we recommend what’s right. Every fund is vetted on performance, risk, and cost. We recommend what the evidence supports, not what’s popular. Zero Commissions. Always. Buy, sell, and SIP in direct plans with ₹0 commission. We earn nothing from the funds we recommend. This is not a promotional offer. It is how we are built. Continuous Monitoring Alerts before you buy a poor-performing fund. When the evidence says sell, we say so. When it says hold, we say that too. Your Family’s Portfolio, Together Up to 6 family members on one subscription. One dashboard for every holding across all accounts and asset types. STOCK ADVISOR We tell you what to buy. And when to sell. Three curated portfolios of fundamentals-first stocks. Continuously monitored. Most services stop at the buy. We don’t. THE PRINCIPLES BEHIND THE ADVICE - Long-term equity ownership is the only reliable path to real wealth. - Inactivity is a skill. Our recommendations are designed to be held, not traded. - Costs are the only reliable predictor. Direct plans and low-cost funds are principles, not preferences. - We reject what’s wrong before deciding what to recommend. - Our ratings are algorithmic—no opinion, no bias, no influence. 33 YEARS OF TRUST India’s first independent fund rating was created in 1993. No AMFI ARN. No distribution commission. Ever. SEBI Registration No. INA100008443. PRICING - Fund Advisor (Mutual Fund Advisory): ₹490/month — for the entire family (up to 6 members) - Stock Advisor (Stock Advisory): ₹9,990 + GST/year Subscription required. For free research and tools, use Value Research Online—India’s trusted investment guide since 1992. Independent Advisors Private Limited. SEBI Reg. INA100008443. Principal Officer: Ashutosh Gupta. Compliance Officer: Rahul Rastogi. Grievance Officer: Deepa Mandhani.

SoftFolio is a simple yet powerful stock market tracking and portfolio management app designed for traders and investors who want to keep a close watch on their investments and market indices. With an easy-to-use interface, live updates, and secure login, the app helps you stay in control of your financial decisions anytime, anywhere. Whether you are a beginner investor or an experienced trader, Smart Stock Portfolio provides the right set of tools to monitor your holdings, check profits & losses, and track market movements in real time. Managing your stock investments has never been easier. SoftFolio is a lightweight, simple, and powerful app designed to help you keep track of all your stock market investments in one place. Whether you are a beginner in the stock market or an experienced trader, this app gives you the tools to stay on top of your portfolio effortlessly. Why Choose SoftFolio? Simple & Lightweight – The app is designed with a clean and user-friendly interface so anyone can use it without confusion. Real-Time Market Updates – Get live market prices with manual refresh whenever you want. Secure Authentication – Your account is protected with OTP login via your mobile number. Data Privacy & Encryption – Your stock details and personal data are fully encrypted, ensuring that no one else can view your information except you. Exclusive Access – Your portfolio remains private and accessible only on your secured login, giving you complete control over your data. Beginner & Pro Friendly – Perfect for both newcomers to investing and seasoned market experts. All-in-One Tracking – Add your stock details and monitor your investments at a glance. LEGAL INFORMATION: Terms of Use (EULA): https://softfolio.jvsgroup.com/terms-conditions/ Privacy Policy: https://softfolio.jvsgroup.com/privacy-policy/ This app offers auto-renewable subscriptions. Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period.