REDSEER

UPI has a strong market share in higher value use cases  Published on: Aug 2019 Wallets continue to remain strong in the recharge and SME merchants category. India’s tech-enabled/alternative lending market is being driven by multiple business models  Published on: Aug 2019 With increasing MSME digitization, tech-enabled lending is disrupting the status quo and expected. The digital payments market in India has been on a rapid growth spree recently.  However, a closer look reveals that while the market has indeed grown to a significant size, a lot of growth currently comes from P2P payments, which are non-monetized currently. Growth in this category is driven by increased comfort of consumers to even pay for high value transactions using this mode (rent payment, school fees etc.). Yet players need to still figure out the optimal way ahead in terms of monetizing it. Many of the P2P focused players are looking to overcome this challenge by- 1) aggressively adding to their on...

  LIVEMINT: A strike this week by drivers of Ola and Uber turned out to be a damp squib, but highlighted the tough business model of cab-hailing platforms that requires them to squeeze drivers to generate higher margins, analysts and drivers said. On Monday, drivers at Ola and Uber went on an indefinite strike to protest against low incomes, but apart from Mumbai, cab drivers in other major cities didn’t participate in the strike in large numbers. Despite protests by cab drivers, Ola and Uber continued to reduce incentives through last year. Incentives as a proportion of overall ride value fell to 17% in the September quarter of 2017 from as much as 62% in the year-ago period, according to market research and consultancy firm RedSeer Consulting. Drivers either own their cabs or work for middlemen who own several cabs. Cab drivers want higher incomes but Ola and Uber are more interested in increasing their margins—this conflict at the heart of the aggregator model will become w...

  Ensuring that you have a world-class team for every stage of engagement is the most important input to make a client successful. We have a unique approach that blends together the skills of researchers, consultants and industry experts. When these three teams works in tandem, we have results coming from a team with “context and control” . This engagement model enables us to blend insights generated by the in-house research/consulting teams with industry knowledge of external experts- a model that has proven to be highly successful in serving varied needs of our clients and which forms the backbone of our research to recommendation TM approach. R edseer is a research and advisory firm focussing on achieving excellence in emerging markets for internet services, Leadership Journey Corporates, PE/VC Funds, Redseer https://redseer.com/seamlessteam/

Technology, investment funds and new age delivery models have shaped a whole new economy. These new age industries have unique challenges, which have never been seen or solved before by traditional industries. Our focus is on delivering tailor made solutions for this new age ecosystem. Industries we focus on are: Internet:  We are the leaders in Indian Internet advisory space- we have 50+ clients and have worked with 90% of the internet GMV. Our industry defining work includes the  e-tailer Leadership Index (link to ELI)  and  42Seer subscription model (link to 42Seer)  – the most effective way to track the performance of Internet market. We are also the  most quoted (link to the press section of About Us)  consulting firm on Internet economy. Funds:  Our delivery model works best for the funds – they are new age, data intensive and sector focused. With more than 100 engagements and USD 5 Billion of commercial diligences executed till date, we are...

We help clients identifying the new product needs of the customer and do end to end support on product conceptualization to launch. Our grounds up research approach gives us a coloured understanding of customer needs to be followed by deep industry expertise which helps in modelling the new products.  Need Gap Analysis Often the new product development in companies are in silos and are the result of internal thought process only. They miss out on the more holistic approach of understanding the detailed customer view. With our grounds up research approach along with sector expertise, we look at the customer’s views in conjunction with the company’s internal strategies. hence bringing in a perspective which is more robust and complete. Concept Development Cross industry and cross market learning is a key to our approach in concept developments. We try to problem solve the new concept development from customer’s need and behaviour perspecti...