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Vishu Bheda

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Medial • 2m

𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗨𝗻𝗶𝗰𝗼𝗿𝗻𝘀 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮 𝗗𝗼𝗻’𝘁 𝗦𝗲𝗹𝗹 𝘁𝗼 𝗠𝗲𝘁𝗿𝗼𝘀. 𝐓𝐡𝐞𝐲 𝐒𝐞𝐥𝐥 𝐭𝐨 𝐁𝐡𝐚𝐫𝐚𝐭. 𝗛𝗲𝗿𝗲’𝘀 𝘁𝗵𝗲 𝗕𝗜𝗚𝗚𝗘𝗦𝗧 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗠𝗶𝘀𝘁𝗮𝗸𝗲 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮: → Everyone wants to sell to Mumbai, Bangalore, Delhi. But guess what? → Real growth... Real money... Real scale… Lives in 𝐁𝐡𝐚𝐫𝐚𝐭 → Tier 2, 3, 4 cities & villages. 𝗪𝗵𝘆 𝗶𝘀 𝗕𝗵𝗮𝗿𝗮𝘁 𝘁𝗵𝗲 𝗥𝗘𝗔𝗟 𝗺𝗮𝗿𝗸𝗲𝘁? → 1.3 Billion people in India. → Less than 10% live in fancy metros. → The rest? Bharat. And Bharat has 3 things every startup dreams of: → Huge population → Untapped demand → No brand loyalty (open to try new things) 𝗟𝗲𝘁 𝗺𝗲 𝗽𝗿𝗼𝘃𝗲 𝘁𝗵𝗶𝘀 𝘄𝗶𝘁𝗵 𝟰 𝗞𝗶𝗹𝗹𝗲𝗿 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝗶𝗲𝘀: 𝟏. 𝐔𝐝𝐚𝐚𝐧 — 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐁𝟐𝐁 𝐊𝐢𝐧𝐠 → Solved a boring but HUGE problem: Small shopkeepers in small towns. → No easy access to wholesale goods. Udaan gave them: → Direct delivery → Credit facility → Best prices Result? $3 Billion+ valuation. Pure Bharat growth. 𝟐. 𝐊𝐡𝐚𝐭𝐚𝐛𝐨𝐨𝐤 — 𝐒𝐨𝐥𝐯𝐢𝐧𝐠 𝐁𝐡𝐚𝐫𝐚𝐭’𝐬 𝐂𝐫𝐞𝐝𝐢𝐭 𝐏𝐫𝐨𝐛𝐥𝐞𝐦 → Every small shop in Bharat gives “udhaar” (credit). → No proper record-keeping. Khatabook turned paper diaries → Mobile app. Simple. Free. Viral. Result? Millions of shops in Tier 2-3-4 started using it. 𝟑. 𝐏𝐡𝐨𝐧𝐞𝐏𝐞 — 𝐁𝐡𝐚𝐫𝐚𝐭’𝐬 𝐅𝐚𝐯𝐨𝐮𝐫𝐢𝐭𝐞 𝐏𝐚𝐲𝐦𝐞𝐧𝐭 𝐀𝐩𝐩 → While Paytm was fighting metros… PhonePe quietly won Bharat. → UPI payments in local languages → Simple interface → Bharat-friendly cashback offers Today? PhonePe is India’s #1 UPI app. 𝟒. 𝐍𝐢𝐧𝐣𝐚𝐜𝐚𝐫𝐭 — 𝐓𝐡𝐞 𝐒𝐢𝐥𝐞𝐧𝐭 𝐑𝐞𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧 → Farmers & small retailers struggled to sell/buy fresh produce. Ninjacart built a supply chain for fruits & veggies. → Direct farmer to kirana store. Result? Massive growth from deep India. 𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗟𝗲𝘀𝘀𝗼𝗻 𝗳𝗼𝗿 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀: 𝐌𝐞𝐭𝐫𝐨𝐬 = 𝐇𝐲𝐩𝐞 𝐁𝐡𝐚𝐫𝐚𝐭 = 𝐒𝐜𝐚𝐥𝐞 If your product solves for: → Small businesses → Farmers → Shopkeepers → Tier 2, 3, 4 consumers You're playing the real Indian market. 𝗙𝗶𝗻𝗮𝗹 𝗟𝗶𝗻𝗲 𝘁𝗼 𝗥𝗲𝗺𝗲𝗺𝗯𝗲𝗿: "𝐒𝐭𝐚𝐫𝐭𝐮𝐩𝐬 𝐭𝐡𝐚𝐭 𝐰𝐢𝐧 𝐦𝐞𝐭𝐫𝐨𝐬 𝐛𝐞𝐜𝐨𝐦𝐞 𝐛𝐫𝐚𝐧𝐝𝐬. 𝐒𝐭𝐚𝐫𝐭𝐮𝐩𝐬 𝐭𝐡𝐚𝐭 𝐰𝐢𝐧 𝐁𝐡𝐚𝐫𝐚𝐭 𝐛𝐞𝐜𝐨𝐦𝐞 𝐔𝐧𝐢𝐜𝐨𝐫𝐧𝐬." I hope you've found this helpful. Follow Vishu Bheda for more such amazing insights related to indian startup ecosystem!

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