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 Internet & Consumer Weekly | Airtel, Amazon & Titan

India Internet & Consumer Weekly | Bigbasket, Samsung, Whatsapp Pay, India's AC Ban

India Internet & Consumer Weekly | Xiaomi, Zomato, Swiggy, BurgerKing and Flipkart

Bharti Airtel (BHARTI IN) | Your New Consumer Staple?

Bharti Airtel (BHARTI IN) | The Last One Standing

Bharti Airtel - Promoter Selling so It's Not Going to Fly but It's a Good Long Term Bet

Bharti Airtel - Implications of Potential Singtel Investment in Bharti Telecom

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><a href="https://www.smartkarma.com/entities/bharti-airtel-ltd" target="_blank" data-smartkarma-citation="entities:953:1" rel="noopener">Bharti Airtel (BHARTI IN)</a> announced a new product called "Airtel Bluejeans" which is in partnership with <a href="https://www.smartkarma.com/entities/verizon-communications-inc" target="_blank" data-smartkarma-citation="entities:790:1" rel="noopener">Verizon Communications (VZ US)</a> . In this insight, we present our key takeaways from the press meet along with our thoughts on the implications on ARPU and the catch-up game with <a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RIL IN)</a> ' Jio.</p>

Bharti Airtel (BHARTI IN) announced a new product called "Airtel Bluejeans" which is in partnership with Verizon Communications (VZ US) . In this insight, we present our key takeaways from the press meet along with our thoughts on the implications on ARPU and the catch-up game with Reliance Industries (RIL IN) ' Jio.

Bharti Airtel Vs Reliance Jio | Time to Catch Up