Why Optrait
One-stop financial relationship Mutual funds, PMS, insurance, health insurance, term cover, and advisory aligned in one place.
Webinars that build confidence Seminars, founder-led sessions, and practical calculators help visitors understand decisions before they commit.
Legacy-backed trust Built with founder-led credibility and the protection-first heritage of the Chirvi family business.
A premium platform for long-term wealth planning, investor education, and serious advisory conversations.
Optrait Financial Solutions

Strategic Wealth Management For Serious Capital

Research-driven investing and disciplined advisory for long-term wealth creation. Built on trust, clarity, and conviction for investors who value substance over noise.

Mutual funds and PMS Investment solutions built for wealth creation, structure, and long-term fit.
One advisory desk Planning, products, and decision support connected inside one relationship.
Health and term cover Protection solutions that strengthen family stability alongside wealth planning.
Webinars and Seminars

Designed to turn interest into informed investor conversations.

Optrait is designed to support investor education, founder-led webinars, and seminar-led engagement. The most interactive tools sit higher on the page so visitors can engage early and move naturally into a conversation.

Founder-led market education and wealth planning sessions
Calculators placed earlier to improve webinar and seminar engagement
Mutual funds, PMS, insurance, and advisory explained in a structured way
Built for discovery, trust-building, and conversion into meaningful conversations

Financial calculators

Switch between future value, CAGR, EMI, SIP, SWP, and retirement calculators in the same panel.

Annual return is treated as CAGR; monthly projections use the equivalent monthly rate, with contributions assumed at month-end.

Future value ₹47,49,186
Total invested ₹25,00,000
Wealth gained ₹22,49,186

Inputs used: ₹1,00,000 starting investment, ₹20,000 monthly contribution, 10 years, 12% expected annual return.

Yearly Summary
Year Total Invested Year-End Value Total Gain
Monthly Projection
Month Contribution Total Invested Projected Value
CAGR 12.4740%
Monthly EMI ₹12,668
Total repayment ₹15,20,160
Total interest ₹5,20,160

SIP projection uses the annual return as CAGR, converted to a monthly rate, with SIPs assumed at month-start.

SIP future value ₹1,00,86,332
Total invested ₹27,00,000
Estimated gain ₹73,86,332
Yearly Summary
Year Total Invested Year-End Value Total Gain
Monthly Projection
Month Contribution Total Invested Projected Value
Retirement corpus needed ₹5,15,93,000
Estimated monthly need at retirement ₹4,29,940
Closing corpus ₹62,67,000
Total withdrawn ₹90,00,000
Runway / status Sustainable
Total growth earned ₹40,39,022
Yearly Summary
Year Opening Corpus Growth Earned Cumulative Withdrawn Year-End Corpus Status
Monthly Projection
Month Opening Corpus Growth Earned Withdrawal Closing Corpus Status
Do You Know?

Very basic money questions. Surprisingly easy to get wrong.

A simple finance challenge designed to make visitors pause, think, and engage before joining a webinar or seminar.

Do you know what compound growth means?

Do you know what term insurance is mainly for?

Do you know why SIPs are popular?

NISM Founder credibility anchored in securities market education and alumni recognition.
IIM Jammu Three seminar engagements reinforce a visible speaking and academic presence.
Chirvi legacy Built on the inherited business roots of Chirvi Insurance and family trust in protection-led advisory.
Ramesh Kumar Chirvi Director-level family leadership adds continuity, trust, and heritage to the Optrait story.
Solutions

A complete financial offering under one roof.

Optrait is positioned as a one-stop solution for mutual funds, PMS, insurance, health insurance, term insurance, and broader financial advisory, all connected through one long-term planning lens.

Mutual Funds and PMS

Investment solutions designed to bring discipline, suitability, and long-term clarity across mutual funds and portfolio management services.

  • Mutual fund solutions aligned with long-term wealth goals
  • PMS exposure for clients seeking more specialized portfolio access
  • Cleaner portfolio structure instead of scattered investment decisions

Financial Advisory

Goal-oriented advisory that connects savings, milestones, cash flow, and long-term wealth decisions inside one coherent framework.

  • Retirement, education, family, and future lifestyle planning
  • Clearer choices around investments, protection, and next steps
  • Designed to reduce confusion and improve financial direction

Insurance Advisory

Protection advisory designed to support family stability through health insurance, term insurance, and broader risk-cover planning.

  • Health insurance and term insurance with a family-first lens
  • Risk protection aligned with broader long-term objectives
  • Better peace of mind through clearer cover and advisory decisions
Top Stocks Analysis

Analyze leading Indian stocks across any selected period.

A website version of your Excel-style stock analysis. Select a company, choose the date range, and review start price, end price, absolute return, and CAGR in one place.

Use the date format `dd/mm/yyyy`, for example `01/12/2025`.

Start price -
End price -
Absolute return -
CAGR -

This stock analysis format is based on the structure of your Excel workbook and is best used as an educational discussion tool unless the underlying dataset is refreshed regularly.

Client Experience

Built to engage, educate, and move serious conversations forward.

Instead of crowding the page with market widgets, the website now focuses on the areas that create stronger client engagement: clarity, interaction, and founder-led guidance.

Interactive planning tools

Future value, SIP, retirement, CAGR, and EMI calculators help visitors move from curiosity to practical financial thinking.

Webinar-first engagement

The site now supports seminars and webinars more naturally, helping users engage with Optrait before moving into a direct advisory discussion.

Founder-led confidence

The brand is shaped around trust, family-business heritage, and a more credible public-facing profile for Vansh Chirvi and Optrait.

How It Works

A simpler process from first conversation to long-term follow-through.

The website now reflects a cleaner operating journey: understand the goal, build the structure, and maintain the discipline.

Understand your position

Start with your current reality: income, responsibilities, goals, risk comfort, and the milestones you actually care about.

Build the right mix

Align baskets, planning priorities, and insurance structure into something that feels practical and coherent.

Review with discipline

Stay anchored with periodic reviews so the plan evolves with life without turning every market move into a fresh decision.

Positioning
“Serious wealth planning should feel calm, credible, and deeply considered, not noisy, rushed, or transactional.”

Optrait is positioned around maturity: tighter messaging, stronger proof points, cleaner design, and fewer distractions between interest and action.

Brand Direction
Founder-led wealth planning platform

Built around credibility, simplicity, and a stronger public-facing identity for Optrait and Vansh Chirvi.

View founder profile
Founder
Vansh Chirvi portrait
Vansh Chirvi Founder and Director, Optrait Financial Solutions

Vansh Chirvi’s profile on the website is now positioned around visible credibility: founder leadership, finance education, institutional speaking, and alumni recognition. The section is meant to feel authoritative without slipping into exaggerated claims.

Publicly available references support a founder identity tied to market understanding, investor-facing communication, and a professional journey that extends beyond business incorporation into academic and alumni contexts. The brand also reflects inherited family business roots through Chirvi Insurance, with Ramesh Kumar Chirvi highlighted as a director-level figure in that legacy.

Founder since 2022 Public company records show Vansh Chirvi as director of Optrait from 16 February 2022.
NISM Post Graduate Programme 2017-18 The NISM Alumni platform identifies Vansh Chirvi as part of the Post Graduate Programme 2017-18 batch.
IIM Jammu seminars Vansh Chirvi has delivered seminars at IIM Jammu on three occasions.
GTU engineering background His academic foundation includes engineering in E&C from Gujarat Technological University.
Chirvi Insurance heritage Optrait is presented as an extension of the family business legacy associated with Chirvi Insurance.
FAQs

Clear answers for the questions serious clients usually ask.

The FAQ has been kept tighter and more aligned with the current positioning of the website: planning, structure, and founder-led credibility.

What is Optrait focused on now?

Optrait is positioned around financial baskets, planning, and insurance-led stability rather than speculative or short-term market-chasing messaging.

Is the site built for long-term investors?

Yes. The entire brand direction and calculator experience are designed for long-term wealth creation and disciplined planning.

Why is the founder section important?

Because Optrait is now presented as a founder-led platform where public credibility, speaking, and alumni visibility matter to the brand.

Why are calculators and webinars placed higher on the site?

Because Optrait is increasingly being used to drive seminar participation, discovery, and informed conversations before a client engages directly.

Contact

Let’s build a clearer financial direction.

Whether you are reviewing your investments, reshaping your financial plan, or exploring a founder-led advisory relationship, Optrait is designed to start that conversation with clarity.

Phone
+91 88826 28121
WhatsApp
Chat on WhatsApp
Email
info@optrait.com
Office
16th Floor, ESquare Building, Plot C-2, Sector 96, Noida, Uttar Pradesh 201301

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