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

Page Industries (PAG IN) | Disappointments to Continue; Volume Recovery Key

Men's Underwear Index Is Slipping; Switch from Premium to Value Plays

Norwegian Fund’s Stand on Page Industries: Market Can No Longer Ignore Labour Rights Violations

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

<p>In this insight, we present our key takeaways from interaction with <a href="https://www.smartkarma.com/entities/page-industries-ltd" target="_blank" data-smartkarma-citation="entities:4940:1" rel="noopener">Page Industries (PAG IN)</a> 's distributors in Gujarat. Our takeaways are also based on some visits to Page's exclusive brand outlets (EBOs) and an ex-EBO Store Manager. The objective of this insight is to lay the groundwork for further channel checks that can yield more conclusive data points which can aid financial forecasting</p>

In this insight, we present our key takeaways from interaction with Page Industries (PAG IN) 's distributors in Gujarat. Our takeaways are also based on some visits to Page's exclusive brand outlets (EBOs) and an ex-EBO Store Manager. The objective of this insight is to lay the groundwork for further channel checks that can yield more conclusive data points which can aid financial forecasting

Page Industries (PAG IN) | Key Takeaways from Interaction with Regional Distributor