Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Pranav Bhavsar & the team at India Independent Insight (Iii), provide research on consumer companies operating or have exposure to in India. The research methodology focuses on carrying out on-the-ground channel surveillance/checks that include supplier/distributor/customer interactions, access to industry experts, and bespoke primary data sources that aid in providing unique insights and counter consensus ideas.  

Leveraging the team's forensic analysis along with channel surveillance, the team at Iii also aids investors in early identification of changing consumer trends, identification and quantification of accounting/governance risks, and the associated impact on the business model of the company.

Pranav has over 15 years of experience in the Indian equity market, and has worked with some of the global activists, long only and PE funds for their India projects. Prior roles also include building and leading an institutional sell-side desk. In his free time, Pranav is a traveler, biker, and a young Indian contributing to the country’s social and economic development.

Consumer Analyst / Channel Surveillance Specialist

Alternative Data | India Consumer Tracker - Rural India Is Firing Recovery

Alternative Data | India Consumer - Tracking Recovery if and when It Comes

ASA Capital Management

ASA Capital Management is a boutique Research and Investment Advisory firm focusing on primary research in India. ASA provides bespoke research services to Institutional Clients with a focus on due diligence backed with primary research, Field Trips & Channel Checks.

Thematic (Sector/Industry)

India Consumer discretionary / Thematic (Sector/Industry)

<p>This tracker provides important data points released for the month of April / May 2020. For more information on the data tracker please refer to our insight <a href="https://www.smartkarma.com/insights/alternative-data-india-consumer-tracking-recovery-if-and-when-it-comes" target="_blank" data-smartkarma-citation="insights:39289" rel="noopener">Alternative Data | India Consumer - Tracking Recovery if and when It Comes</a>.</p>
<p>Our high-frequency and alternative indicators do indicate a gradual uptick but still far below normal levels when it comes to consumer spending. There is high uncertainty regarding current employment, Rural India is expected to lead growth. </p>
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<p><em>The data tracker is a joint initiative done along with insight provider <a href="https://www.smartkarma.com/profiles/nitin-mangal" target="_blank" data-smartkarma-citation="accounts:1988" rel="noopener">Nitin Mangal.</a></em></p>
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This tracker provides important data points released for the month of April / May 2020. For more information on the data tracker please refer to our insight Alternative Data | India Consumer - Tracking Recovery if and when It Comes.
Our high-frequency and alternative indicators do indicate a gradual uptick but still far below normal levels when it comes to consumer spending. There is high uncertainty regarding current employment, Rural India is expected to lead growth. 

The data tracker is a joint initiative done along with insight provider Nitin Mangal.


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Alternative Data | India Consumer Tracker - Rural India to Lead Growth