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

India Autos | Auto Tracker for July - 4Ws Leading the Recovery

India Autos | Auto Tracker for August - YoY Volume Recovery

India Autos | Auto Tracker for May - Personal Transport Preference Increasing

India Autos | Monthly Auto Tracker for April

India Autos (2Ws) | Key Takeaways from Channel Interactions

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 Automobiles and components / Thematic (Sector/Industry)

<p>While people look for alternative modes to replace public transport travel in the times of this pandemic, we see an increased preference for compact, fuel-efficient and electric vehicles. An increase in the number of tractors bought and registered also suggests a faster return to normalcy in rural India.</p>
<div class="content-highlight">
<p>This is a Joint insight with <a href="https://www.smartkarma.com/profiles/nitin-mangal" target="_blank" data-smartkarma-citation="accounts:1988" rel="noopener">Nitin Mangal</a> </p>
</div>

While people look for alternative modes to replace public transport travel in the times of this pandemic, we see an increased preference for compact, fuel-efficient and electric vehicles. An increase in the number of tractors bought and registered also suggests a faster return to normalcy in rural India.

This is a Joint insight with Nitin Mangal 


India Autos | Auto Tracker for June - Recovery on the Way