The Investment Service Approach

We are positive long term on the Indian economy. We believe that the period of 2015-30 will see Indian Industry and Services grow in global market share, revenues and profits as the per capita income rises
This will reflect in the stock markets as more and more firms list (IPO) and raise funds for growth.
Concentrated high-quality well monitored investment portfolios outperform indices.
There are about 100 stocks in our investment universe. These are firms we have researched over the last 4-5 years. From this universe, we carefully pick the best for our model portfolios.

The objective of the LC basket is to outperform the Sensex and Nifty by 2-5%.
Introduced in Dec 2012, this has a solid performance history
It consists of 6-8 large-cap shares which are the current or future leaders from attractive sectors of the Indian economy. These blue chips are well-known firms.
Over a 2-4 year period, these firms should flourish and their shares reflect the improvements.

The objective of the MSC basket is to outperform the Mid Cap and small-cap indices.
Introduced in Feb 2013, this basket has done well for over 11 years
It consists of 6-8 mid and small-cap firms that are expected out-performers from identified 3-5 sectors.
Over 1-3 years, these firms will execute their visible plans and unlock growth and value.

The objective of the Satellite stocks basket is to identify momentum and cyclical upside firms and perform better than the MSC basket.
Recently introduced in March 2021, this basket is finding its feet and starting to perform.
It comprises 6-8 large, mid and small-cap firms chosen from identified 3-5 sectors.
Over 1-2 years, these firms will execute on their visible plans and unlock growth and value.

Other than these 3 baskets, we are always looking for new investment opportunities and research and share the reports.
We periodically review the baskets, measure the performance and communicate the changes.
New trends, IPO/ FPO opportunities, etc are mapped in articles.
Reports are shared with the subscriber through emails and website alerts. The recommended investment/ share purchase process is in the LINK.
These reports are either sent securely to subscribers by email, while others are published on this website for free public access.

These reports help make equity investing safer and simpler for investors.
Support for this service is available through meetings and interaction with the Research Analyst

JainMatrix Investment Service is available for an annual Subscription. Click link for details.

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