Punit Jain

Visionary
DISC Type : Ds

Founder | SEBI reg. Equity Research Analyst | Investor at JainMatrix Investments

Bengaluru, Karnataka, India

Overview

Punit Jain is the founder of JainMatrix Investments, a SEBI-registered equity research firm focused on Indian markets. With an MBA from Sydenham Institute of Management, he is a seasoned investor and analyst. Colleagues and clients often describe his research as top-notch, thorough, and focused, noting his encyclopaedic knowledge of Indian equities.

Beyond his professional work, Punit is passionate about promoting financial literacy. He encourages young people to start investing early and advises on making financially sound decisions, such as analyzing the total lifecycle cost of a car. He also enjoys engaging with students and has participated in panel discussions at universities.

Unique fact: Punit began his career in FMCG field sales before transitioning through management consulting at TCS to founding his own investment firm.

Personality Overview

Big Vision Person

Early Adopter

Objective Evaluator

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Indian Equity Markets
As the founder of JainMatrix Investments and a SEBI registered analyst, his entire professional focus is on analyzing and investing in Indian listed firms.
Value Investing
Recommendations praise his calm, consistent, and fundamentals-based approach. He advocates for long-term strategies like starting equity SIPs in your 20s.
Financial Literacy
He shares advice on personal finance topics, from youth investing to the lifecycle costs of purchases, and participates in university panel discussions on wealth management.

Media Appearances

Punit has no verified media appearances

Work History

12-2012
Founder | SEBI reg. Equity Research Analyst | Investor at JainMatrix Investments
9-2014 - 3-2015
Fellow 2015 at Startup Leadership Program
Business Manager at Sonata Software
Management Consultant and Analyst at Tata Consultancy Services
Field Sales Executive at Balsara Hygiene Products (later merged into Dabur)

Education

7-1992 - 5-1994
Master of Business Administration (M.B.A.) from Sydenham Institute of Management Studies, Research and Entrepreneurship Education
B Tech from National Institute of Technology Calicut

More Information

Social Presence :

Prographics :

Exp : 2 Location : Bengaluru, Karnataka, India Job Level : Leadership Designation : Founder | SEBI reg. Equity Research Analyst | Investor at JainMatrix Investments
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Insights For Selling To Punit

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Punit is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Punit

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Punit move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Punit take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Punit

Personality Compatibility


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