Growing Mobile VAS in India: Data MVNO: The Disruptions

There are four game-changing developments that will take place in India over the next year which have the potential to upset the distribution of profits in the Indian mobile industry: mobile number portability, MVNO licencing, 3G and mobile payments.What does it take to build a Data MVNO business?

My estimate is that this will require an investment of about Rs 200+ crore, and has the potential to deliver a topline of about Rs 2,000+ crore in 3 years for the market leader. More importantly, it will create a direct relationship with top of the pyramid, high-spending customers which can be monetised in multiple ways beyond data (invertising for businesses is one example).

The Data MVNO is an excellent example of an innovation that can be Made in India, and Made for the World.

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