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

<p><a href="https://www.smartkarma.com/entities/united-spirits-ltd" target="_blank" data-smartkarma-citation="entities:5146:1" rel="noopener">United Spirits (UNSP IN)</a> is the leader in the Indian spirits market. In this insight, we look at what has been the ultimate game changer in the Indian spirits space and why it is interesting. With the impending lockdown in the Indian subcontinent - one of <a href="https://www.smartkarma.com/entities/united-spirits-ltd" target="_blank" data-smartkarma-citation="entities:5146:1" rel="noopener">United Spirits (UNSP IN)</a>'s main markets, the company is now retrospecting to emerge as a highly efficient operational firm that has also shifted focus to increase its return on investment. </p>
<p>Hence, this insight covers the impact of the lockdown on UNSP's operations, the headwinds the firm is currently facing, a brief description of the company's financial situation and valuation estimates.</p>

United Spirits (UNSP IN) is the leader in the Indian spirits market. In this insight, we look at what has been the ultimate game changer in the Indian spirits space and why it is interesting. With the impending lockdown in the Indian subcontinent - one of United Spirits (UNSP IN)'s main markets, the company is now retrospecting to emerge as a highly efficient operational firm that has also shifted focus to increase its return on investment. 
Hence, this insight covers the impact of the lockdown on UNSP's operations, the headwinds the firm is currently facing, a brief description of the company's financial situation and valuation estimates.

United Spirits (UNSP IN) | The Ultimate Game Changer