ABOUT US
Welcome to United Wealth Architects, your one-stop destination for Mutual Fund Advisory, Life & General Insurance Solutions, and Strategic Real Estate Investment.
I’m Shobhit Sharma, and for over 16 years, we’ve empowered more than 600 families and professionals across India to achieve financial independence and peace of mind. Our offerings are built on the foundation of trust, transparency, and tailored solutions.
Whether you're looking to grow your wealth through Mutual Funds, protect your loved ones with Life and Health Insurance, secure your vehicles, or invest in appreciating land near the rapidly developing Bareilly Domestic Airport, our diversified portfolio is designed to cater to your present needs and future ambitions.
At United Wealth Architects, we don’t just offer products — we deliver well-rounded financial ecosystems.
OUR CORE SERVICES
🔷 Wealth Management & Investment Advisory
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Mutual Fund Investments (SIPs, Lumpsum, Retirement & Goal-Based Planning)
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Tax-saving ELSS Funds
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Child’s Education & Marriage Planning
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Long-term Portfolio Design & Monitoring
🔷 Life & General Insurance Advisory
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LIC Life Insurance Plans (Term, Endowment, Pension, ULIPs, MWPA, etc.)
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Health Insurance (Individual & Family Floater Mediclaim)
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Motor Insurance (Car & Two-Wheeler Policies – New/Renewal/Claims)
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Group Term and Health Insurance for SMEs & Corporates
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Keyman & Partnership Insurance
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Employer-Employee Schemes
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H.U.F. & Tax Strategy-Based Planning
🔷 Real Estate Investment — Aangan Vatika Enclave
Located near Bareilly Domestic Airport, our plotting project Aangan Vatika Enclave offers:
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Strategically located residential plots (100, 200, and 500 sq. yards)
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Proximity to the upcoming Bareilly Ring Road
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Clear legal title, nature-friendly environment, and excellent appreciation potential
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Ideal for long-term investment or building your dream home
Tagline: “Ek Aangan, Sau Yaadein” — where your investment becomes a legacy.
ADDITIONAL CLIENT SUPPORT SERVICES
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Insurance Claim Assistance (Survival, Maturity, Death)
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Policy Loan Processing
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Nominee/Address/Mode/NEFT Changes
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Surrender & Revival Support
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Claim Dispute Resolution
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Customized Portfolio Reviews & Wealth Consultations
OUR TEAM
Our backbone is a team of skilled, courteous, and proactive professionals who bring deep expertise and a client-first mindset to every interaction. Whether you're a first-time investor or a seasoned client, you’ll experience personalized attention and professional guidance every step of the way.
WHY CHOOSE US?
✅ Over 16 Years of Industry Experience
✅ Trusted by 600+ Families Across India
✅ End-to-End Solutions Under One Roof
✅ Transparent Process with Zero Hidden Costs
✅ In-depth Market Research & Goal-Based Recommendations
✅ Prompt After-Sales Support for Claims & Updates
ABOUT US
