Value Research

Wealth Insight's 20th anniversary issue is out now! Twenty years of independent research. Zero fund house influence. See what's inside 🧵👇

Think ₹3 lakh a year covers your expenses forever? It won't — and that's the real risk retirees often overlook. In this Investors' Hangout, we explain why your living costs keep rising every year, why chasing higher fixed-deposit returns can put your capital at risk, and why having some equity exposure is essential to protect your money's real worth after retirement. 🎥 Watch the full episode here: youtu.be/qYZTYibVwhc?si… #InvestorsHangout #RetirementPlanning #MutualFunds #PersonalFinanceIndia

3/3 Before chasing returns, check what you're actually paying. Read the full story with a detailed data breakdown: vro.in/s229065

2/3 Thinking of switching to international ETFs instead? Check the premium first. An ETF's return isn't driven only by its underlying holdings. It can also rise because investors are paying more than the fund's NAV - a difference that can later work against you.

1/3 Just one international mutual fund now accepts new SIP registrations. As overseas investment limits continue to constrain fund houses, the door to global investing through mutual funds has narrowed further. Here is this week's International Funds Tracker. 👇

Most people don't know their SIP has this option. You'll want to know this. ✅ #MutualFunds #SIP #Investing #PersonalFinance

3/

2/

AMFI has updated its large-, mid- and small-cap stock lists. A few companies have changed categories since the last review. These classifications are used by mutual funds when defining their investment universe. Follow the thread to see what changed in the Dec 2025–Jun 2026 update. 👇🧵

@valentinbybirth We understand your concerns regarding the balance of content and potential conflicts of interest. We take this feedback seriously and have shared it directly with our editorial teams for further consideration. Thank you for holding us to a high standard!

@ValueResearch The main content should be more than the ads. Not the other way around.There is also clear conflict of interest as you are receiving ads from the same industry you are printing articles about.

20 years. 240+ issues. Countless insights. Enduring investing frameworks. Thank you for being part of the journey! Explore our anniversary issue of Wealth Insight - vro.in/u943rm #WealthInsight #20YearsStrong #ValueResearch

@valentinbybirth Ads keep subscriptions affordable and fund our high-quality content. We work hard to keep our editorial valuable to you. Thank you for your feedback—we have shared it with our team as we continue to improve your reading experience!

@ValueResearch More than half of your magzine is filled with ads

@stocks_in Hello, Here is total fund count of the categories: (Hybrid: Aggressive Hybrid, 39), (Hybrid: Arbitrage, 23), (Hybrid: Conservative Hybrid, 25), (Hybrid: Dynamic Asset Allocation, 22), (Hybrid: Equity Savings, 21), (Hybrid: Multi Asset Allocation, 10)

@ValueResearch out of how many schemes. for example, for multi asset schemes : 4 schemes out of how many schemes (which were part of your data)

1/2 Which hybrid funds have delivered - not just once, but consistently? Our consistency scores help answer that question. Aggressive Hybrid has the highest number of schemes scoring above 75, followed by Arbitrage and Equity Savings. We've picked some of the oldest consistently performing funds from these categories. 👇 #MutualFunds #HybridFunds #Investing #ValueResearch

2/2

@rajesh_parkar Thank you so much for the wonderful feedback! We are thrilled to hear that our magazine has been a trusted companion on your investment journey for all these years. Your support keeps us motivated to deliver the best insights possible!

@ValueResearch One of the best magazine I ever read for years.

Not the magazine. The trust behind it. Built over two decades through meticulous research, honest analysis, and a commitment to helping investors make better decisions. Watch Dhirendra Kumar share what Wealth Insight is and why investors have relied on it for 20 years.

Can you build a Passive Portfolio with Sector Funds? Sharad Tandon, Founder, Invest At Ease, explains why sector funds aren't as passive as they seem- and how to decide if they belong in your portfolio. 🎥 Watch the latest episode of #TheIndexInvestor: youtube.com/watch?v=XbNXut… #PassiveInvesting #SectorFunds #IndexFunds #MutualFunds

@oldschoolinvest Thank you so much for your generous feedback! It means a lot to know that Wealth Insight has been genuinely useful to you. Feedback like yours is exactly what keeps us motivated to keep producing high quality research. Wishing you all the best with your investments!

Always give credit where it's due. Thank you Wealth Insight for providing excellent research and insights. P.S.: This is not a paid post. I genuinely like their work.

@oldschoolinvest Thank you for your kind words and support! We're delighted that you find Wealth Insight valuable. Comments like these motivate us to continue delivering high-quality research. Happy investing!

A very good framework shared by Wealth Insight. Just place your portfolio companies into this framework and see whether they fulfil all these characteristics.