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 June - Recovery on the Way

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

India Autos | Auto Tracker for August - YoY Volume Recovery

India Autos | Monthly Auto Tracker for April

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

Eicher Motors (EIM IN) | BS6 Checks and Q4 Volume Outlook

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)

Building on our earlier insight <a href="https://www.smartkarma.com/insights/india-autos-monthly-auto-tracker-for-april" target="_blank" data-smartkarma-citation="insights:39126" rel="noopener">India Autos | Monthly Auto Tracker for April</a> that tracks regular and alternative data, this month's data clearly indicates increasing interest for personal transport, compact and efficient vehicles and a preference towards motorcycles. 
However, the same is yet to reflect in volumes as well as registration data.  The current search trends indicate interest is coming back and could indicate the worst in terms of volumes could potentially be soon over for the sector. 
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>

Building on our earlier insight India Autos | Monthly Auto Tracker for April that tracks regular and alternative data, this month's data clearly indicates increasing interest for personal transport, compact and efficient vehicles and a preference towards motorcycles. 
However, the same is yet to reflect in volumes as well as registration data.  The current search trends indicate interest is coming back and could indicate the worst in terms of volumes could potentially be soon over for the sector. 
This is a Joint insight with Nitin Mangal 

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