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

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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.

Equity Bottom-Up

Restaurant Brands Asia / Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/burger-king-india" target="_blank" data-smartkarma-citation="entities:28445:1" rel="noopener">Burger King India (BKI IN)</a> is the second most sought after IPO of 2020. The IPO specifics are well covered by <a href="https://www.smartkarma.com/profiles/sumeet-singh" target="_blank" data-smartkarma-citation="accounts:4" rel="noopener">Sumeet Singh</a> in this insight <a href="https://www.smartkarma.com/insights/burger-king-india-ipo-can-still-grow-fast" target="_blank" data-smartkarma-citation="insights:45890" rel="noopener">Burger King India IPO - Can Still Grow Fast</a> and by <a href="https://www.smartkarma.com/profiles/oshadhi-kumarasiri" target="_blank" data-smartkarma-citation="accounts:3584" rel="noopener">Oshadhi Kumarasiri</a> in his insight <a href="https://www.smartkarma.com/insights/burger-king-india-ipo-valuation-offered-at-a-discount-to-peers-but-not-cheap-on-absolute-value" target="_blank" data-smartkarma-citation="insights:45883" rel="noopener">Burger King India IPO Valuation: Offered at a Discount to Peers, But Not Cheap on Absolute Value</a>.</p>
<p>This Insight, provides our preliminary takeaways from interactions with restaurant managers located in the northern part of India. The objective of this insight is to provide a preliminary on-ground narrative when it comes to growth. </p>

Burger King India (BKI IN) is the second most sought after IPO of 2020. The IPO specifics are well covered by Sumeet Singh in this insight Burger King India IPO - Can Still Grow Fast and by Oshadhi Kumarasiri in his insight Burger King India IPO Valuation: Offered at a Discount to Peers, But Not Cheap on Absolute Value.
This Insight, provides our preliminary takeaways from interactions with restaurant managers located in the northern part of India. The objective of this insight is to provide a preliminary on-ground narrative when it comes to growth. 

Burger King India (BKI IN) | Preliminary Channel Checks Confirm Growth Potential