Tool

Value Research: fund research and planning

Value Research Freemium Beginner India

A trusted India-first place to compare funds and think about where cash goes once you have some to invest.

Open on valueresearchonline.com ↗

Curated reading that points you to the sources, not personalised investment advice.

It answers 18 questions

  1. How big should my emergency fund be when my income is lumpy?
  2. Where should I keep cash I might need in a year?
  3. Is there a way to invest in real estate without buying property?
  4. What tools should I use to track and manage my money in India?
  5. How do I actually start a SIP in India?
  6. What is a debt fund, and when should I use one?
  7. Which platform should I use to buy mutual funds without paying commission?
  8. Should I pick a direct plan or a regular plan mutual fund?
  9. What's the difference between a distributor, an RIA, and my bank relationship manager in India?
  10. How do I see all my investments in one place instead of ten different apps?
  11. How much of my portfolio should be in real estate if I already own my home?
  12. What is a liquid fund, and is it a good place for money I might need next month?

And 6 more across the hub.

Read with it

  1. A no-nonsense, ad-light India personal-finance site: plain math and free calculators for emergency funds, goals, and asset... Freefincal Tool Freefincal: goal-based planning and calculators M. Pattabiraman
  2. The free, India-first grounding in what to do with cash once you have it: goals, allocation, SIPs, and not losing it to fees. Zerodha Varsity Course Personal Finance Zerodha Varsity
  3. The market regulator own free investor-education portal: unbiased basics on investing, mutual funds, and avoiding scams, with... SEBI Guide SEBI Investor Education portal SEBI
  4. The free, India-first walkthrough of what a mutual fund and an index fund actually are, direct vs regular plans, and how a SIP... Zerodha Varsity Course Mutual Funds Zerodha Varsity
  5. The mutual fund industry body investor corner: fund basics, NAVs, and how SIPs work, straight from the source. AMFI Guide AMFI: mutual fund investor resources AMFI
  6. What debt funds are, the types, the risks, and their recently changed tax treatment in India, before you park money in one. ClearTax Article Debt mutual funds, explained ClearTax
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