Trusted research partner to the world's leading financial institutions for two decades

The research desk
behind your best work.

Fundamental research. Technical analysis. AI-assisted workflows. JMN is the analyst capacity behind your senior research team — staffed by CMT® and CFA® professionals — extending your investment research house, fund house, buy-side, or sell-side desk without adding headcount.

How we engage →
20+
Years of continuous client partnerships
3
Market cycles weathered — 2008, 2020 & beyond
24/7
Research coverage across time zones
How the desk is built

Three departments. One desk. Capacity on demand.

JMN runs three dedicated departments — fundamental research, technical analysis, and AI-assisted research — each staffed by named analysts with their own credentials and coverage discipline. Engage one department or all three, depending on what your desk needs this quarter.

Fundamental research
Earnings.
Valuation.
Coverage.
DCF models, comparable analysis, initiation coverage, and sector deep-dives — built by CFA® candidate analysts on your templates, your house style.
CFA® Level II & III candidates
  • Earnings preview & review
  • Financial modelling — DCF, LBO, comps
  • Initiation of coverage reports
  • Thematic and sector deep-dives
Technical analysis
Pattern.
Momentum.
Signal.
Multi-timeframe charting and technical research led by CMT® Charterholders — run as its own coverage line, not an afterthought bolted onto equity research.
CMT® Charterholders
  • Daily and weekly technical reports
  • Overnight charting packages
  • Sector rotation analysis
  • Pattern & Elliott Wave analysis
AI-assisted research
Extract.
Structure.
Accelerate.
Filing extraction, transcript analysis, and data structuring that compress turnaround time — every output reviewed and signed off by a named analyst before delivery.
Human sign-off on every output
  • Earnings transcript extraction
  • Regulatory filing analysis
  • Pre-market data ingestion
  • Anomaly flagging & change detection
About JMN

Built by someone who sat on
your side of the desk.

JMN was founded in Chennai in 2005 — not to be an offshore research vendor, but to be the analyst sitting two desks away from your senior team. Twenty years later, our longest client relationship is over a decade. The clients who were with us through 2008 are with us today. That is not a marketing claim. It is a verifiable fact — and we will provide introductions under NDA.

I spent fifteen years on the US buy side and sell side — at Payden & Rygel managing fixed income research for institutions overseeing tens of billions in AUM, at Waterstone Capital on the investment side, at Allstate and Wells Fargo on the credit side. I have sat at the desk that receives the morning note at 9:15 and missed the open. I know exactly what that costs a senior analyst — not just the time, but the confidence. That is the only problem JMN has ever existed to solve. We deliver before you open. Every day. Without exception. That is not a service level agreement. It is a personal standard I have kept since 2005.
S.V. (Bala) Balachander
Founder & CEO, JMN Investments Research (P) Ltd.
Waterstone Capital Management · Payden & Rygel · Allstate Insurance · Wells Fargo Financial
The real risk in offshore research

The risk is not the analyst. It is the distance between your MD and the person who produced the work. That is where errors hide, where accountability dissolves, and where vendor relationships end. JMN closes that distance — not with account managers, but with named analysts your senior team can reach directly. When your MD asks who wrote this, there is a name. Not a team. A name.

What JMN does not do

Does not share client data across engagements. Does not allow AI to make a recommendation or set a target price. Does not replace your named analyst without advance notice and a documented handover. Does not publish research under JMN's name — only yours. Does not use your data to train any AI model. These are contractual obligations in every agreement we sign.

The cost of not engaging

Your senior analyst is spending three hours every earnings cycle rebuilding a model from scratch that JMN could have updated overnight. That is three hours not on the phone with the buy side. Not identifying the next catalyst. Not generating revenue. JMN exists to give that time back. The path from first conversation to first deliverable is three weeks.

01
Zero-error mandate
Every deliverable: second-analyst data check, calculation audit, senior sign-off. Error-free is not a target — it is the entry point. Error reaches you → corrected within 2 hours, root-cause note included, at no charge.
02
Your process. Completely.
Your templates. Your Bloomberg fields. Your house style. Your publication cadence. We adapt to you — entirely. No onboarding to a new system on your side. No process change. No exceptions.
03
Ready before you open.
Chennai is +10:30 ahead of New York. JMN works overnight — earnings extracted, models updated, notes formatted — so your desk starts the day on judgement. Not data prep. Not formatting. Every morning, without exception.
04
Named analysts. Not a pool.
You work with the same named analyst every day. They know your sectors, your style, your senior analysts personally. When your MD asks who wrote this — there is a name. Always. Not "the team." A person.
How JMN compares

Six commitments.
Written into every contract.

Not vendor claims. Not marketing statements. Contractual obligations — verified on every deliverable, for twenty years.

01
Morning note before 7am ET. Every day.
20 years. Zero missed mornings. IST works overnight so your desk starts on analysis — not data prep. Written into every contract.
02
Same analyst in year three as year one.
CMT® Charterholders. CFA® L2 & L3. Named. Contractual continuity with notice period. Not a rotating pool.
03
Error corrected in 2 hours. In writing.
Not "we'll look into it." A two-hour SLA with root-cause note, at no charge. Written into every engagement agreement.
04
Compliance sees exactly what AI touched.
Full audit trail on every deliverable. AI-extracted vs. analyst-written. Producible for any regulatory or compliance request.
05
Never used to train any AI model.
Not a footnote. An explicit contractual prohibition in every agreement. Your IP is yours — permanently. No carve-outs.
06
Continuous through 2008. No exceptions.
Not "we've been through volatility." 2008. Specifically. No missed deliverables. No client losses. References available under NDA.
One desk for research, reporting, and the automation that connects them — at a better cost than running them separately. References and introductions available under NDA on request.
Start a conversation →
How we engage

Three models. One standard of delivery.

Choose the structure that matches your team's needs. Every model comes with the same quality standard, the same named-analyst approach, and the same commitment to your methodology.

Model 01
Dedicated
Analyst
Right for you if —
You need one specific gap filled. One sector. One asset class. One person, named, inside your workflow from day one.
One analyst. Full responsibility. Not shared. Not rotated. Yours.
Direct line to the analyst. No account manager between you and the work.
Your templates, completely. No onboarding. No process change on your side.
Before market open. Every day. Written into the contract.
Most engaged
Model 02
Research
Pod
Right for you if —
You need multi-asset coverage under one engagement. Equity, technical, and fixed income — one quality standard, one accountability point.
2–4 named analysts. Equity, CMT® technical, and fixed income in one coordinated desk.
One quality lead. Accountable for all output. Every deliverable reviewed before delivery.
Scales quarterly. Up or down. No recruitment overhead. No disruption.
Your brand. Your house style. Indistinguishable from your own team.
Model 03
Project-
Based
Right for you if —
You have a defined deliverable with a defined deadline. No ongoing commitment — just the work, to standard, on time.
Scope in writing. Before any analyst is assigned. No ambiguity.
Initiations, model builds, thematic packages, M&A support. Milestone sign-off.
Full IP transfer on completion. No ongoing contract. No minimum term.
Same three-tier quality review. Every output checked before delivery.
What happens next

From first contact to first deliverable in under three weeks

1
Week 1
Initial conversation
30-minute call. Coverage needs, team structure, timeline. No commitment required.
2
Week 1
Mutual NDA + capabilities deck
One-page mutual NDA. Full team credentials and process documentation shared.
3
Week 2
Scoping + pilot design
Analyst assignment, template review, workflow alignment. Pilot scope agreed in writing.
4
Weeks 3–6
4-week pilot
Real deliverables, real coverage, real quality — before full engagement commitment.
5
Week 7+
Full engagement
Steady-state delivery. Daily. Predictable. Indistinguishable from your own team.
The JMN Pilot

We don't ask you to trust us. Watch us work.

The economic case

What your CFO and COO want to see

Offshore economics are real — but they only matter if quality is real too. JMN delivers both. Here is the cost structure, without the vagueness.

US onshore research analyst
$200–350K
Fully loaded annual cost
  • Base salary + bonus
  • Benefits & healthcare
  • Bloomberg terminal ($24K/yr)
  • Office space & overhead
  • Recruitment & onboarding cost
  • Training & CPD
JMN dedicated analyst
Significant savings
Offshore economics, onshore standards
  • Named, dedicated analyst
  • No data platform overhead for you
  • No recruitment cost
  • No benefits overhead
  • No office space cost
  • Scales without headcount risk
What you free up
Senior focus
The real return on offshore research
  • Senior analyst time on client calls
  • Alpha generation and idea quality
  • Coverage universe expansion
  • Marketing and client engagement
  • Revenue focus for senior team
  • Faster earnings cycle turnaround
Start a conversation

The world's largest research desks already run this model. The only decision left is who runs it for you.

The question is not whether offshore research works. It is whether your partner is good enough to be invisible. Let JMN show you — starting with three sample deliverables, no commitment required.

Email the team directly
📅 Or request a 20-minute call by email →
Office address
Alliance Orchid Springs, Silver Oak
Level 4, #406, 54 Water Canal Road
Korattur, Chennai — 600 080
Tamil Nadu, India
Contact
research@jmninvestments.com
+91 98847 23183

Response within one business day.
Capabilities deck available under mutual NDA.
Regulatory information
NISM Series XV Certified
CIN: U74999TN2005PTC056XXX

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