Value Research

The May edition of Wealth Insight is out now! Great companies, panic prices: Markets have stayed muted, with global tensions adding to the pressure. But corrections like these often reveal what bull runs hide. This cover story spotlights 10 quality businesses now trading at attractive discounts—and shows how to separate temporary setbacks from real damage. vro.in/3ten63

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Your forgotten NPS account matters again. Frozen account? Old mobile number gone? Can’t log in? Thinking of exiting? The new NPS rules changed EVERYTHING around the ₹5 lakh limit. Here’s the complete survival guide. 👇

@gullible555 Hello there, the Rs 8 lakh threshold is in the case of normal exit. For premature exit, its Rs 5 lakh.

@ValueResearch Rules changed in December. If Corpus is less than 8 lac, full withdrawal permitted with 40% amount taxable.

Can you exit NPS once the tax benefit no longer matters? Yes — but one number changes everything: ₹5 lakh. Above it, 80% of your corpus could get locked into an annuity. Read before you make the exit call: vro.in/95drsy vro.in/95drsy

Investors know direct mutual fund plans are cheaper. Yet many still don’t switch. One tax bill keeps stopping them. The long-term math makes the hesitation… interesting. vro.in/awh4d9

A stable EBITDA margin can mean three completely different things. For Redington, it’s distribution economics. For KEI, pricing power and execution. For Dixon, scale in a brutally thin-margin business. The number is only the starting point. vro.in/zr4g35

A new category between mutual funds and AIFs is heating up. 👀 Mirae Asset’s new SIF combines equity, arbitrage and debt in one long-short strategy designed to rely less on market direction. Minimum ticket: ₹10 lakh. vro.in/g2g2f5 vro.in/g2g2f5

Your NPS account isn’t dead. It’s probably just frozen. And the real problem usually isn’t the ₹1,000 minimum contribution — it’s the OTP going to an old phone number you no longer use. Here’s how to unlock and reactivate it. vro.in/zx56k2 vro.in/zx56k2

@SundarSrik To help us address your requirements effectively, could you kindly send an email with the details of your query to help@valueresearchonline.com? Our team will be more than happy to look into this and assist you further.

@ValueResearch Did u check with our #PM?

Are you buying gold ETFs because they fit your portfolio - or because everyone else is? Ankit Garg, Head of Equity Investments at Wealthy Nivesh PMS,explains how gold fits into a passive portfolio, why 5–10% allocation may be enough, and the ETF risks most investors miss.

Mumbai is basically doing the heavy lifting for the rest of India's mutual fund industry. 29% of total AUM. From one city. 10 cities together manage 67% of the pie. The other few hundred cities are splitting what's left. The geographical concentration in Indian mutual funds remains significant - and worth watching. Is your city on the map? Drop it below 👇 AMFI | March 2026