The Case for the JainMatrix Direct Equity Service

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Dear Investor,                                                                                           Apr 2026

At JainMatrix Investments, we believe that the best results can be gained by bringing superior investment equity research straight to the Investors.

And you, as an investor, can receive this most powerful tool right in your inbox.

Let me show you the various ways in which this service can enriched subscribers over one year.

1. Lets say you as an equity investor have started with the JainMatrix Investment Service and have started receiving the reports.
2. You are able to invest in the recommended portfolios. You could take different approaches, and these are captured in the Table below.
3. We list here the 3 Stock Baskets available through the service
4. As a Conservative investor, or someone buying Direct equity for the first time, we suggest, start with Progression 1.
5. If you have a higher risk appetite, or are experienced in equity, you can progress to option 2, 3 and 4.
6. The Core portfolio must be invested in 1-4 modes
7. The Satellite portfolio, which involves higher risk and potentially higher return, gives us option 5 and 6.

• The above table helps investors to deploy their Funds into Direct Equity.
• The three Equity Baskets must be invested into in an Equi-weight fashion.
• This means if there are 7 stocks in a basket rated BUY, the investor must invest approximately same sum in all 7, in both SIP and Lump Sum approach
• Thereafter, follow the Research Analyst reports for all additional calls – BUY for new stocks, Hold for downgrades and SELL for exits.
• Generally a Hold or Sell call is replaced by a new BUY call in its place.
• The best investment stocks are in the 3 Stock Baskets.
• Any additional stock calls outside the 3 Stock Baskets are one time opportunities, not suitable for SIPs.

Issues, Challenges, Objections

1. JainMatrix Investments supports your direct equity investment process with well researched ideas, tracking and monitoring, and a query / helpline.
2. This helps your decision making and you can take advantage of the equity market opportunities.
3. As a subscriber, once you accept the research inputs and stock baskets from JainMatrix, it takes only 10 minutes a month to execute on your SIP. Surely you can spare this much time?

Do send me any other queries you have on the investment process and JainMatrix services. 

Disclaimer: 

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Punit Jain is a registered Research Analyst (SEBI Registration No. INH200002747) under SEBI (Research Analysts) Regulations, 2014. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.