Dear Investor,

At JainMatrix Investments, I am happy to announce we have completed 10 years as a Research Analyst company. (we did get the RA certification in 2016, when the norms kicked in, but were practicing from earlier).

On this occasion, the best thing I can share with you, dear investor, are my learnings from the profession. Just like any equity investor in India, over the last decade we have seen upcycles and downcycles. The USA real estate crash of 2008 and the 2014 euphoria of Indian elections. Demonetization of 2016. The covid collapse of 2020 and the IT sector excitement of 2021. Add to this company and industry specific up and down cycles.

Survival and even success through these periods has been based on learnings of what to do, and also not do on our investment portfolio. The latter can be called as Pitfalls.

In this campaign, we will share with you the Pitfalls you must avoid in order to succeed as an investor. These are the rules I thought of, realized were required, experimented with and against, and finally established as a Gold Standard Rule. I would recommend every single individual investor to follow these, to get a better chance of success.

In wealth management as well as in Direct Equity investments, these Rules must be followed.

Pitfalls and Lessons

Rule #1 – Overinvesting in a single stock.

Rule #2 – Long Term Equity Investments must not be funded by loans

Rule #3 Investing timeframes

Rule #4 – To Win Big in Investing, you have to Deal with Losses

Rule #5 Pitfalls – Do you have too many stocks in your equity Portfolio?

Rule #6 Pitfalls – To be a good investor, do things differently

Rule#7 Pitfalls – If you want to invest in Indian markets, start NOW

Here’s to your profitable investing.

Regards, Punit Jain

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. This is a marketing collateral, and there is no stock mentioned here, no price target here, or even a recommendation of BUY / HOLD / SELL. 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. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. Registration granted by SEBI, and certification from NISM in no way guarantee performance of the RA or provide any assurance of returns to investors. 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. Name of the RA as registered with SEBI – Punit Jain, SEBI Registration No. INH200002747.