Category: Marketing

JainMatrix announcement

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As an Indian investor, you need to safeguard your portfolio and investment expenses. You should only engage with certified and approved advisers, mutual funds, research analysts and market intermediaries.

One initiative by SEBI is the creation of @valid UPI IDs to help investors identify genuine and approved parties, and make payments to them through proper channels.

JainMatrix Investments is a SEBI registered Research Analyst, and it announces that it has got its @valid UPI ID, this may be used to make all payments to us in terms of fees.

It is jainmatrix.ra@valididfc

See public news article regarding this

SEBI mandates exclusive ‘@valid’ UPI handles – MSN.com

SEBI Check tool to verify handles – SEBI website

Buy a JainMatrix subscription, for your Direct Equity investing, see PRICING AND PAYMENT OPTIONS

Warm regards, and safe investing

Punit Jain

JainMatrix Satellite Stocks Report Aug 2024

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26th Aug 2024

Subscribers and Investors,

JainMatrix Investments, a Research Analyst firm, is pleased to present its latest update of our Satellite Stocks Basket. Key points are

  • Introduction: It’s over 3 years since we introduced the Satellite stocks basket
  • This update report is dated 25th Aug, and the report covers 10 stocks
  • These firms are a mix of small, mid and large-cap firms
  • The objective of this basket is to look at shorter-term, high-potential ideas that must outperform the Mid and Small-cap indices by 2-3% per year
  • The Satellite stocks have performed excellently over the years
  • Recommendation Changes:
    • In our last report, we had 7 BUYs and 2 HOLDs
    • In this, we introduce a new BUY, and downgrade a HOLD and a BUY, to SELL
    • So we now have 7 BUYs and 1 HOLD as the final stocks recommendations
    • These 7 BUYs represent 4 high potential sectors, and are high performers within these sectors
  • Investing Trends: The trends we notice and capture in our report are:
    • Investor Optimism even at all time highs on Indices
    • More domestic focus rather than exports
    • Key themes are Consumption, Automobiles and Infrastructure
    • Several sectors are witnessing a cyclical upswing that should be sustained for several years.
  • Based on our research, this Satellite stocks report includes 1-2 page notes on all these stocks and 2-year Target Prices for May 2026.
  • Current subscribers may note the changes recommended.
  • Investors new to our service may sign up using PRICING AND PAYMENT OPTIONS link, to grow their Direct Equity portfolios.

Disclaimers

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. This report 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. Investment in the securities market are subject to market risks. Read all the related documents carefully before investing. 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 a RIA Registered Investment Advisor. JMI has been an equity investment adviser commercially since Nov 2012, and a SEBI certified and registered since 2016, under SEBI (Research Analysts) Regulations. Registration granted by SEBI, and certification from NISM in no way guarantee the performance of the Research Analyst or provide any assurance of returns to investors. Any questions should be directed to punit.jain@jainmatrix.com. Name of the RA as registered with SEBI – Punit Jain, SEBI Registration No. INH200002747. Logo/brand names are –

Just received my updated SEBI-RA certificate

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I’m happy to announce that I have received my renewed Research Analyst certificate from SEBI. The first one was for 5 years, 2016-2021, and this one is open, with perpetual validity.

Thank you, current and past subscribers, and all followers of my website, for helping me over the years.

Sharing this, some sections are masked. But please reach out to me if you have any questions !!

PRICING AND PAYMENT OPTIONS

Regards, Punit Jain

JainMatrix Investments – A Milestone and a Rebranding Announcement

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Dear Valued Clients and Subscribers,

As a SEBI registered Research Analyst since 2016, we are thrilled to announce a milestone in our journey. This year, we are celebrating 11 years of our dedication and growth at JainMatrix Investments. Throughout this incredible journey, your unwavering support, interest, and feedback have been instrumental in propelling us forward. We extend our heartfelt gratitude to each and every one of you for being an integral part of our success story.

As we embark on the next chapter of our evolution, we are excited to unveil our fresh identity. Today, we proudly introduce our new trademark and logo, reflecting our commitment to innovation, integrity, and excellence. See panel on top. This rebranding initiative reflects our relentless pursuit of enhancing our services, delivering greater value and building trust with you, our esteemed audience.

Furthermore, we are happy to announce that our Track Record has been excellent for the past 12 years as a Research Analyst.

Other updates: Follow us on

We are excited about this journey and the opportunities it brings. Thank you once again for your continued support. We look forward to continuing this journey together, delivering unparalleled research and insights to empower your investment decisions.

Warm regards,

Punit Jain

PRICING AND PAYMENT OPTIONS

Who and what is a long-term investor?

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A long-term Equity investor is one who
– is willing to wait even 10 years for his investment to achieve satisfactory returns
– is much greedier (I prefer the word Ambitious) than a trader, he wants a 5-20 times return from an investment compared to a 5-20% gain by a trader or other investors. Note – this does not always come through, but when it does, its awesome.
– is able to stay unaffected by notional loss situations, of 30-40%, many times over this journey. He may even use these falls to accumulate more.
– has a very patient and positive mindset. Time is on his side. He is a business owner rather than a trader. He does few transactions, but these are big in value.
– yet he is decisive when required, and has to separate the wheat from the chaff, when he sees it
– has no regrets over past decisions. He has to book real losses many times. He also can make mistakes of smaller allocation. But the future is always very hazy, and the past, crystal clear.
– but he learns continuously. Every decision he makes has to be better than the ones made before. His insights can come from many sources. Mistakes should not be repeated. Only learned from.

This is my mindset as the independent Research Analyst at JainMatrix Investments.

Of course, some of these are difficult to really do, not just for an individual investor, but also for a professional. Join us at JainMatrix for an exciting and profitable journey if you wish to be a long-term equity investor.

PRICING AND PAYMENT OPTIONS

DISCLAIMER

JainMatrix Investments based in Bangalore (hereinafter referred as ‘JMI’) is an independent equity research firm started by Punit Jain. Content in this website should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained has been obtained from sources that are considered to be reliable. However, JMI has not independently verified the accuracy or completeness of the same. Neither JMI 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 the 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. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. 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 a certified Investment Adviser. JM has been an equity investment adviser commercially since Nov 2012. Punit Jain is a SEBI-certified and registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. Registration granted by SEBI, and certification from NISM in no way guarantee the performance of the Research Analyst or provide any assurance of returns to investors. Any questions should be directed to him at punit.jain@jainmatrix.com

Have you achieved Escape Velocity on your wealth?

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In this note, Research Analyst Punit Jain shares his thoughts around Financial Freedom, a case study on Financial Goal based investing, and finally the concept of Escape Velocity on wealth.

Financial Freedom We used to call it Retirement, but now it is referred to as Financial Freedom. During our working careers we need to track our wealth, and have Financial Freedom as the Goal.

Its possible that Financial Freedom can be achieved before 60. And it need not be imposed on you by your employer, but achieved by you based on your earnings, lifestyle, planning and wealth management. Here are more details.

Case for Financial Goals: Being a primarily Equity focused professional, I have come up with a Case for Goals based investing. Its targeted at young working executives early in their career. Here it is –

This case has many assumptions, including ones stated above, and 1) This is for an equity investor starting off his journey 2) this is a primarily direct equity investment that can possibly give a 20% compounded return over the long term 3) By no means is 20% return a guarantee or even a promise, but just an achievable possibility, and real annual results can vary widely depending on the markets and the actual investments made by the investor. Also this case can be customized for different goals.

Escape Velocity in the context of space is the speed at which a rocket has to travel away from earth in order to escape its gravity force and enter space. For those so interested, it is 11.2 km per sec (6.96 miles).

Escape Velocity in the context of Financial Freedom is where your wealth and investments are large enough that the average annual gains from them exceed your average annual expenses. For this its required that your wealth grows faster than your expenses. To achieve this, most people need both good investments and good discipline.

A very simplified example. Lets say you have achieved a wealth corpus in equity of ₹ 30 lakhs. It is growing by 20% average a year, so this year by ₹ 6 lakhs. Your expenses however are ₹ 40,000 a month, or ₹ 4.8 lakhs a year. If your returns and expenses remain in this range, and you stay invested, you should be able to grow your corpus every year. You have already achieved Financial Escape Velocity !!

Direct Equity investments can help you achieve this Escape Velocity earlier, and better.

If you are an individual investor, we at JainMatrix Investments, as a SEBI registered Research Analyst firm can help with your wealth building. Sign up for our services, or to find out more reach out to us.

Do keep in mind that equity is a volatile asset class, and returns can vary widely from year to year.

Pricing and Payment Options

Also see our recently updated

Track Record

Regards, Punit Jain

Comment, leave a reply below, and like and share this post with your friends.

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 blog and marketing collateral. The securities quoted here, if any, are for illustration only and are not recommendatory. 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.

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

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Dear Investor,

One of the most difficult skills in investing is called Timing the Markets. My experiments with this have pushed me to the conclusion – most of the time, we should just avoid timing the markets. More important than this is Time in the Markets. Start right away and allow the markets to grow your wealth. We can earn average and even above average returns by just investing in good companies for longer periods.

Markets work in waves or cycles, that are quite unpredictable. And in fact the hype and enthusiasm to invest in the markets peaks around the time they are at new highs. A large number of new investors are then disappointed at their immediate returns and shy away from it.

Many well informed potentials also promise themselves, and their advisors, that they will start investing when the markets bottom out, when everything is cheap. This really never happens. At such times, fear is highest, and most people are worried about (notional) and real losses. Time flies, and that window of opportunity slips by.

Instead, it makes more sense to start now, yet keep some funds available (dry powder) for additional investments if the market falls. Or if a great new opportunity presents itself.

Most of the time, I find myself fully invested, and if a great opportunity presents itself, I sell the lower potential stock to buy the higher potential one. Thus improving my portfolio.

Outlook: Today India is the fastest growing large economy in the world. We are on the cusp of many years of good GDP growth and the economy is both producing and consuming more and better. Investments in infrastructure are bearing fruit. There are few shortages to be seen. At a Nifty PE of 21.6 times TTM, valuations are just above the long term median of 20.6 times. I am quite optimistic.

If you are an individual investor, we at JainMatrix Investments, as a SEBI registered Research Analyst firm can help with your wealth building. Sign up for our services, and to find out more reach out to us on

CONTACT US

Or explore on this website

OFFERINGS

Comment, leave a reply below, and like and share this post with your friends.

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. The securities quoted here, if any, are for illustration only and are not recommendatory. 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.