Best Value Research alternative
The best Value Research alternative for a family that wants more than a fund list is WealthGamma. It imports the same CAMS, KFintech or MF Central data, adds stocks, gold, PPF, FDs, property and loans into one net worth for every member on their own PAN, works out capital-gains tax before you sell without a subscription, and lets you edit or delete a wrong import yourself. Moneycontrol is the nearest free like-for-like for a simple stock and fund list.
Value Research's tracker is free and imports funds well, but reviewers describe wrong or duplicated values after import with no way to fix them, and the deeper analysis sits behind a ₹490-a-month Fund Advisor subscription. WealthGamma tracks a family's net worth, not just funds, with tax before you sell in the free plan.
By Hardik Vegad, founder of WealthGamma · Last updated
WealthGamma and Value Research at a glance
WealthGamma
Net worth tracker for Indian families
- Stocks, mutual funds, gold, PPF, FDs, property and loans in one net worth
- Every family member on their own PAN, from one login
- Capital-gains tax before you sell, in the free plan
- Edit or delete any imported entry yourself
- Imports the CAMS or KFintech CAS, Zerodha, Groww, NSDL or any CSV; exports to CSV any time
- Price:
- Free plan; lifetime plan from ₹2,999 once, 14-day money-back
- Your data:
- Upload a file; correct or export it any time
- No ads, no upsell:
- Nothing is sold beyond the plan you choose
Value Research
Free fund and stock tracker, with paid advisory on top
- Free tracker for mutual funds, stocks, NPS, bonds and gold bonds
- Imports via a linked Gmail account or MF Central, mapped across family PANs
- Fund and stock ratings from Value Research's own research
- Fund Advisor (₹490 a month) adds buy and sell calls and custom-duration returns
- Stock Advisor (₹9,990 a year) adds curated stock portfolios
- Price:
- Tracker free; Fund Advisor ₹490 a month; Stock Advisor ₹9,990 a year
- Tracks:
- Mutual funds, stocks, NPS, bonds; no gold, PPF, property or loans
- Similar to:
- Moneycontrol, ET Money
Why Value Research users are looking for an alternative
Value Research is a respected fund-research business, and its tracker is a genuine free product. The reasons people search for an alternative are import accuracy and where the free tool stops and the paid one starts, both described in its own app store reviews from 2025 and 2026.
- CAS import can double-count holdings, with no way to delete the wrong entry
- Stock data from NSDL/CDSL can lag by up to two months
- Custom date-range returns gated behind a ₹490/month Fund Advisor subscription
- Ads and upsell prompts reported even for paying subscribers
- No home for gold, PPF, FDs, property or loans
TLDR: Free My Investments tracker for mutual funds and stocks, with fund ratings; Fund Advisor (₹490/month) and Stock Advisor (₹9,990/year) add advisory calls.
Gaps: import can double-count holdings with no fix, stock data can lag two months, ads even for subscribers, no gold/PPF/property/loans.
WealthGamma imports the same CAS files, lets you correct any entry yourself, and adds gold, PPF, property and loans per family member, free.
Sources
- Value Research: My Investments (import flow, family PAN mapping, Fund Advisor gate)
- Value Research Fund Advisor pricing (₹490 a month)
- Value Research Online on the App Store (reviews dated 2025 and 2026)
- Value Research Online on Google Play (review dated 6 September 2026 describing a duplicated import)
Value Research's fund and stock research is genuinely useful; nothing on this page says otherwise. The comparison is about the free tracker, not the research.
WealthGamma vs Value Research: feature comparison
Of the 21 features compared below, Value Research offers 7, and its fund and stock research is genuinely useful. WealthGamma offers 19, adding gold, PPF, property and loans, tax before you sell in the free plan, editable imports, projections and goals, all without a subscription or ads.
| Feature | WealthGamma | Value Research |
|---|---|---|
| Coverage | ||
| Mutual funds and stocks | Yes | Yes |
| NPS and bonds | No | Yes |
| Gold, PPF, FDs | Yes | No |
| Property and loans | Yes | No |
| Family members, per PAN | Yes | Yes |
| Dividend calendar | Yes | No |
| Analysis | ||
| Fund and stock ratings | No | Yes |
| XIRR | Yes | Yes |
| Tax before you sell, free | Yes | No |
| Custom date-range returns, free | Yes | No |
| Net worth projections | Yes | No |
| Goal tracking | Yes | No |
| Import and export | ||
| CAMS, KFintech or MF Central import | Yes | Yes |
| Broker tradebook import | Yes | No |
| CSV import | Yes | No |
| Edit or delete a wrong import yourself | Yes | No |
| Export your data | Yes | No |
| Pricing | ||
| Free plan | Yes | Yes |
| No ads or upsell for paying users | Yes | No |
| One-time purchase | Yes | No |
| Money-back guarantee | Yes | No |
Value Research details from its My Investments page and app store listings, and reviews dated 2025 and 2026, all checked 10 September 2026. Whether XIRR and capital-gains reports sit behind Fund Advisor could not be confirmed either way, so both are shown as available on the free tracker. WealthGamma details from the product as of ; the pricing page has current plan limits.
Price takeaway
Value Research's tracker is free; Fund Advisor is ₹490 a month, about ₹5,880 a year, for the deeper analysis. WealthGamma's free plan tracks one portfolio with no expiry; the lifetime plan is ₹2,999 once for the family view, tax and projections, with 14 days to get your money back. That is less than five months of Fund Advisor, paid once.
Key differences
Value Research and WealthGamma differ in four ways: scope (funds and stocks versus a family's whole net worth), correcting mistakes (reviewers report no way to fix a bad import versus editing it yourself), where the free tool stops (a subscription for deeper analysis versus tax and projections included), and what surrounds the product (research and ads versus a plan with nothing else attached).
Funds and stocks vs a family's net worth
Value Research tracks mutual funds, stocks, NPS and bonds. WealthGamma adds gold, PPF, FDs, the flat and the home loan, for every family member on their own PAN, so the number on screen is what the family is worth, not just what it has invested. How the net worth tracker works.
A stuck import vs one you can fix
A reviewer in September 2026 described a CAS import that double-counted holdings with no way to delete the wrong entry. WealthGamma's import shows a preview before it confirms, and every holding can be edited or removed afterwards from Settings. Importing a CAMS or KFintech CAS.
A subscription for analysis vs analysis included
Custom-duration returns on Value Research need a Fund Advisor subscription at ₹490 a month. WealthGamma's free plan includes capital-gains tax before you sell, XIRR per holding and a dividend calendar, with no separate tier to unlock them. How the capital-gains tax planner works.
Research and ads vs a plan and nothing else
Value Research earns from Fund Advisor and Stock Advisor subscriptions, and reviewers describe ads inside the app even for some paying users. WealthGamma earns from its plans alone, with no advisory product, no ads and nothing else to sell. Plans and what they include.
Which should you use?
Use WealthGamma when
You want one number for the whole family's wealth, funds and everything else, with the tax on a sale known before you place it, and a tracker where a wrong import can be fixed rather than lived with.
Choose WealthGamma if
- Family portfolios: spouse, parents, children, each on their own PAN
- Gold, PPF, flat and home loan counted with the funds
- Tax known before you sell, with no subscription needed
- A wrong import you can fix yourself
- Goals funded by your real investments
- Net worth projected decades ahead
- Dividend calendar: earned and upcoming
- One price, no ads, nothing else sold
Use Value Research when
You mostly track mutual funds and a few stocks, value Value Research's fund ratings and research, and are happy to pay for buy and sell calls once you have outgrown the free tracker.
Choose Value Research if
- Mostly mutual funds and a few stocks
- Fund and stock ratings from an established research house
- Buy and sell calls from a paid adviser
- Curated stock portfolios
- Comfortable with a monthly subscription for deeper analysis
Who should not switch to WealthGamma?
WealthGamma tracks and plans; it does not trade, sync or publish news. Four needs are better served elsewhere, and this list is meant literally: if one of these matters, do not switch.
- Buying and selling inside the app
- Automatic syncing by linking brokers or sharing an inbox
- US stocks, or crypto priced live from exchanges
- Market news and research next to the portfolio
If that is you, one of the trackers below is the better fit.
Other Value Research alternatives worth knowing
Five trackers Value Research users move to, with the price, who each suits and the catch. Moneycontrol is the closest free like-for-like for a simple list. INDmoney and Kuvera sync automatically. MProfit is the most thorough on tax and the most expensive.
| Tracker | Price | Best for | The catch |
|---|---|---|---|
| WealthGamma | Free plan; lifetime from ₹2,999 | A family's whole net worth, per PAN, with tax before you sell and projections ahead. | No trading, no auto-sync, no US stocks, no news. |
| Moneycontrol Portfolio Manager | Free | Someone who wants the closest thing to ET Portfolio: a free stock and fund list inside a news site. | Reviewers report you cannot bulk-upload sell transactions, so history has to be entered one sale at a time. |
| INDmoney | Free | Someone who wants everything auto-synced and does not mind how. | It reads your email and links to brokers to do it, so a third party holds your financial data. |
| Kuvera | Free | Direct fund investors who want a sell preview and family accounts in a free app. | Funds only; extras cost coins, and reviewers report missing features since the April 2026 CRED redesign. |
| Groww | Free for mutual funds; ₹20 per stock order | Someone who wants direct funds and a stock broker in one free app, with outside funds imported via MF Central. | A broker first; tracking outside holdings is basic and there is no net worth view. |
| ET Money | Free; Genius membership is paid | Direct mutual fund investors who want fund analysis and a simple tracker in one app. | Owned by 360 ONE since 2024; funds first, stocks secondary, and the app sells products. |
| MProfit | ₹18,000 a year plus GST; no cheaper plan since June 2025 | HNIs, family offices and CAs who need capital-gains reports in ITR, ClearTax and Winman formats across 700 or more brokers. | Priced by portfolio size, no free plan, and no goals, projections or harvesting. |
Prices and features as published by each company or reported in user reviews, checked . Tell us if one is out of date.
Questions Value Research users ask before switching
Short answers to the six questions Value Research users ask most, from whether the tracker is really free to how to move a fund portfolio out.
Is Value Research's portfolio tracker free?
Yes, the tracker itself, called My Investments, is free and imports mutual funds through a linked Gmail account or MF Central. Value Research earns from Fund Advisor at ₹490 a month and Stock Advisor at ₹9,990 a year, both separate advisory subscriptions run by a SEBI-registered arm of the company.
Why does my Value Research portfolio show the wrong value?
App store reviews from 2025 and 2026 describe CAS imports that double-count holdings, with no in-app way to delete or correct the duplicate entry, and stock holdings from NSDL or CDSL that only refresh periodically, so they can lag by up to two months. If your numbers look wrong, check whether an import ran twice before reporting it as a market move.
What is the best alternative to Value Research?
For a family's whole net worth, with gold, PPF, property and loans beside the funds, tax before you sell and projections ahead, WealthGamma. For a free stock and fund list with no advisory upsell, Moneycontrol. If you value Value Research's fund ratings and research, its tracker is still worth keeping alongside either.
Can I export my data from Value Research?
No documented export option was found on the My Investments page. To move your holdings elsewhere, go to the source instead: request a CAS from CAMS or KFintech for mutual funds and download the tradebook from each broker for stocks. Either file carries your buy dates and cost basis.
How do I move from Value Research to WealthGamma?
Request the CAS from CAMS or KFintech for your funds and download the tradebook from each broker for stocks. In WealthGamma, Settings, Import Data reads the CAS PDF and Zerodha or Groww files as they are; any other CSV maps column by column once, and you can preview and correct everything before it is confirmed.
Is WealthGamma free like Value Research's tracker?
There is a free plan with no expiry and no card: one portfolio with unlimited stocks, mutual funds and gold priced daily, one SIP, one goal and one loan, including capital-gains tax before you sell. Family portfolios, projections and full tax planning are on paid plans, including a one-time lifetime plan, all with a 14-day money-back guarantee.
Compare WealthGamma with other trackers
- ET Portfolio alternative
- INDmoney alternative
- Kuvera alternative
- MProfit alternative
- Kubera alternative
- Fi Money alternative
- ET Money alternative
- Moneycontrol Portfolio alternative
- Zerodha Console alternative
- Excel Portfolio Tracker alternative
- Sharesight alternative
- Dezerv Wealth Monitor alternative
- Tickertape alternative
- MF Central alternative
- Delta alternative
Start with the free plan, import tonight
Free plan: 1 portfolio, unlimited stocks, mutual funds and gold priced daily, 1 SIP, 1 goal, 1 loan. No card, no expiry. Paid plans include a one-time lifetime plan from ₹2,999. Every paid plan has a 14-day money-back guarantee. Export everything to CSV whenever you like from Settings.
Start free, no card