Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
Our investment portfolios have consistently outperformed the benchmark by significant margins through a disciplined long-term approach. They have surpassed the benchmark across various time frames and every year since their inception, achieving considerably higher returns for each unit of risk undertaken. Additionally, the maximum drawdown experienced is lower than that of the overall market during the same period. Over the past five years, we have successfully generated multiple multi-bagger investments. In our selection process, stocks not only need to have high ratings but also require approval from our investment committee to guarantee that only the finest stocks are included. This ensures that you receive top-quality stocks across all market capitalization categories, as well as the highest-rated selections available. Our portfolio optimizer is designed to assist you in building a more resilient portfolio by guiding you on the appropriate investment amounts for each selected stock. By staying invested in the highest-quality stocks that exhibit strong short-term positive trends, you can adapt to the rapidly changing market dynamics, ensuring that your portfolio thrives in this environment. In doing so, we prioritize maximizing your returns while minimizing risks.
Description
Value Research serves as a sophisticated tool for portfolio management, aimed at making the tracking and evaluation of your investments more straightforward. It features seamless and automated imports of transactions, robust performance analytics, and side-by-side comparisons, alongside comprehensive tax statements that are ready for filing. Additionally, it automatically captures all dividends, bonuses, rights issues, and stock splits, thereby streamlining the investment management process. Users can efficiently oversee and monitor both their own and their family's investment portfolios in a single platform, cementing its position as India's premier portfolio management system. The tool accommodates a diverse range of investment types, such as mutual funds, equities, NPS, PPF, sovereign gold bonds, and various fixed income instruments including InvITs and REITs. With an organized overview of your investments, it reveals performance levels and helps highlight any areas that may require attention. The dashboard not only provides insights into how your investments are categorized but also presents key performance signals over time, along with a clear visual representation of your transaction history. Ultimately, this platform empowers users to make informed decisions about their investment strategies.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$67.23 per year
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
MarketsMojo
Country
India
Website
www.marketsmojo.com/mojo/mpcombo
Vendor Details
Company Name
Value Research
Founded
1990
Country
India
Website
www.valueresearchonline.com/my-investments/