Welcome to Attis Wealth
From innovative strategies to disciplined portfolio management, we deliver exceptional results tailored to your financial goals.
Our Story
Crafting Wealth Strategies with Expertise and Care
Attis Wealth is a personalized financial advisory and wealth management firm dedicated to delivering tailored financial solutions to individuals, professionals, NRIs, HNIs, and retail investors. The firm focuses on helping clients build, manage, and preserve wealth through disciplined investment strategies and goal-oriented financial planning.
With a strong specialization in Mutual Funds, Attis Wealth also offers a wide spectrum of investment solutions including Insurance, Government and Corporate Bonds, Corporate Fixed Deposits, Structured Products, and Tax-Saving investment options, enabling clients to access diversified and well-balanced portfolios.
Founded by Sharad S. Tomar, an MBA in Finance and Human Resources, who brings extensive experience in serving individuals, families, and corporates on their investment needs across various financial products. Alongside, she also undertakes teaching assignments related to finance and investment planning.
Supported by a team that includes a Qualified Personal Financial Professional, Attis Wealth combines investment expertise, financial consulting, and investor education to create meaningful and lasting financial outcomes for its clients.
Our Process
Steps to Your Financial Goals
1. Consult
We begin with a personalized consultation to understand your financial goals and needs.
2. Plan
Our experts craft a detailed financial plan tailored to your goals for your approval.
3. Invest
Our experienced team implements your financial plan with precision and care.
The Goal
Why Choose us
At Attis Wealth, we believe wealth management is not about products—it is about people. Every client is unique, with distinct financial goals, priorities, and risk tolerance. That is why we take the time to listen, understand, and design investment strategies that are truly aligned with each client’s individual financial journey.
While strategies may differ, certain financial objectives remain universal—preserving capital, generating consistent long-term returns, and ensuring financial security without compromising one’s lifestyle. Our approach is built around these principles, with a strong focus on inflation-aware wealth creation and disciplined portfolio management.
What sets us apart is our commitment to integrity, transparency, and unbiased advice. Guided by ethical practices and a client-first philosophy, we create carefully structured, personalized investment solutions that help our clients grow and protect their wealth with confidence over the long term.