About Us
Helping investors build wealth through disciplined investing, financial planning and long-term strategies.
ABOUT US
Building Financial Confidence
For Every Stage Of Life
Your Gateway to Diverse Investment Opportunities
Vimasai Trading India Private Limited provides access to a wide range of investment products and market opportunities for investors seeking structured and informed participation across Indian and global markets.
At Vimasai, we believe that informed investing begins with understanding the available choices. Our focus is on providing investors with access to relevant products, clear information and a structured investment experience.
Whether you are exploring mutual funds, alternative investments, PMS, SIF or opportunities through GIFT City, Vimasai helps you discover options that align with your investment objectives and eligibility.
Founder Message
Building Wealth
Through Trust & Discipline
“At Vimasai, we believe that every professional engagement should be built on integrity, clarity and timely execution. Our focus is to understand each client’s requirements carefully and provide structured support across compliance, regulatory and business matters.”
CA Yugavart Aggarwal
Director
A Chartered Accountant (2023) and CFA Level II candidate, CA Yugavart Aggarwal co-founded Vimasai in 2017.
With experience at Deloitte (Business Consulting) and EY (Tax Advisory & Litigation) and NISM certifications in Series V-A, XIII and XXI-A & B, he brings strong regulatory knowledge and multi-disciplinary financial expertise to every client engagement.
“At Vimasai, our work is guided by diligence, clear communication and a disciplined approach to every assignment. We remain focused on helping clients address taxation, audit, compliance and related matters with well-organised processes and dependable support.”
CA Peeyush Aggarwal
Chief Consultant
A Chartered Accountant since 1988 with 38 years of active practice, CA Peeyush Aggarwal co-founded Vimasai in 2017.
He brings deep expertise in Financial Planning, Investment Advisory and Taxation across Mutual Funds, Alternates, GIFT City Investments & SIFs — offering clients the rare advantage of seasoned, time-tested counsel.
“At Vimasai, we approach every assignment with detailed preparation, sound technical understanding and timely communication. Our focus remains on handling tax and regulatory matters through structured processes and careful documentation.”
CA Anupma Aggarwal
Tax & Legal Consultant
A Chartered Accountant since 1994 with 32 years of practice and an LLB to her credit, CA Anupma Aggarwal specialises in GST & Income Tax Litigation, PMLA and Insolvency matters. CAMS certified, she brings formidable legal and regulatory depth to Vimasai’s advisory framework.
“At Vimasai, we value clarity, professionalism and responsible execution in every client interaction. Our aim is to maintain organised processes and deliver consistent support across each engagement.”
Bhanavya Aggarwal
Director
Mr. Bhanavya Aggarwal is currently pursuing B.Com (H) from SGTB Khalsa College, University of Delhi - demonstrating an early and committed pursuit of professional excellence. He holds NISM certifications in Series V A and X-A, bringing fresh perspective and growing regulatory competence to the Vimasai team.
Our Philosophy
Driven By Purpose
Powered By Trust
Mission
01
Vision
02
Values
03
Why Choose Us
Your Trusted Investment Partner
We combine disciplined investing, personalized planning and professional guidance to help investors achieve long-term financial success.
Disciplined Investing
01Learn about systematic investment facilities and scheme-related transaction options.
Tax Advisory & Planning
02Smart tax planning strategies designed to improve tax efficiency while supporting your financial goals.
Risk Management
03Identify, assess, and manage financial risks to help protect your wealth across market conditions.
Long-Term Growth & Wealth Creation
04Build sustainable wealth through carefully planned investments focused on long-term growth.
Expert Guidance
05Receive personalized financial guidance backed by experience, research, and a deep understanding of your goals.
Goal-Based Planning
06Align your investments with specific life goals through a clear and structured financial plan.
Retirement Planning
07Prepare for a financially secure retirement with strategies designed for income, stability, and independence.
Succession Planning
08Plan the smooth transfer and preservation of your wealth for the next generation.
Our Journey
Milestones Along The Way
2017
Vimasai Trading India Private Limited
Start with a focus on providing access to diverse investment products and opportunities.
2026
Expanding Investment Access
Building a platform covering Mutual Funds, SIPs, SIF, PMS, AIF and GIFT City opportunities.
Our Partners
Trusted By Leading
Financial Institutions
Frequently Asked Questions
Answers To Your
Financial Questions
Free Consultation
Speak with our mutual fund distribution team and get personalized guidance.