About Us

Investment Consultants Eastern Financiers

Your Best Financial Advisor in the journey of wealth creation.
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One Stop
Investment Solutions
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Rs 5500+ Crore
Invested
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2.5 Lakh
Happy Customers
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50+ Years
Excellence
What we do for you

Engage, Empower, Enrich - We are Investment Consultants Eastern Financiers

Incorporated in 1967, Eastern Financiers Limited is truly the best first investment consultant and best financial advisor firms in Eastern India. Over 50 years of existence, we have grown to become one of the largest investment consultants in the country and currently managing assets exceeding Rs.3000 + Crores while serving over 2.50 lakh investors through a network of 21 branches and over 500+ associates. We have a strong support and sales team of 125 people including experienced professionals from the financial services industry.

ISO 9001 : 2005
Certified Company
With robust systems, services and practices we meet the required regulations norms prescribed by statutory & regulatory authorities.

Our Mission

"Give us your worries...Take home the returns." To be a pioneer in the arena of Best financial advisor firms, Investment & Financial Consultancy services in India. Our purpose is to help our clients come closer to achieving their investment objectives and financial goals

Our Vision

To emerge as an ideal investment consultant by earning valuable customer loyalty through integrity, innovation and focused teamwork. We at Eastern Financiers believe in providing highly efficient and integrated top financial advisor firms, customized to suit every individual's needs and aspirations.

Awards & Recognitions

2005-06
Best Financial Advisors Award (East)
Winner of CNBC TV 18
2007-08
Best Financial Advisors Award (East)
Winner of CNBC TV 18
2008-09
Best Financial Advisors Award (East)
Winner of CNBC TV 18
2009-10
Best Financial Advisors Award (East)
Winner of CNBC TV 18
2010-12
Best Financial Advisors Award (East)
Winner of CNBC TV 18
2012-13
Best Financial Advisors Award (East)
Winner of CNBC TV 18
2015-16
Best Financial Advisors Award (East)
Winner of CNBC TV 18
2016-17
Best Financial Advisors Award (East)
Winner of CNBC TV 18
2018-19
Hall of Fame
Winner of CNBC TV 18

Our CorporateVideo

Our Leadership

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Ajay
Abhishek
Ambrish
Mr Ajay Agarwal Founder
Mr Abhishek Agarwal Founder
Mr Ambrish Agarwal Founder

Mr Ajay Agarwal, Chairman & Managing Director, holds a Bachelor of Commerce degree from Calcutta University and is one of the pillars of the Indian investment advisors fraternity. Over the last five decades, his contribution to the growth of company fixed deposits and mutual fund arena are immense especially due to his un-biased, focussed and disciplined approach to financial planning. A strong emphasis on ethics and creating a sense of ownership amongst the employees is a major reason for the success of Eastern Financiers amongst clients and associates equally. His vision and foresight has been the hallmark of the leadership status that EF enjoys today.

Mr Abhishek Agarwal, Director & son of Shri Ajay Agarwal, holds a Bachelor of Commerce degree from Calcutta University and started his career at the grass-roots level of the financial services industry. His dedication and strategic planning has enabled EF to enter into several remote towns across Eastern India, thus spreading its wings with a large network of company- owned branches. Each branch has ensured they carry the legacy of Brand EF even while maintaining the personal touch and dependability. EF has risen to leadership status in each branch over the years, which is commendable given the competition faced from several pan- Indian brands.

Mr Ambrish Agarwal, Director & son of Shri Ajay Agarwal, holds a Bachelor of Commerce degree from Calcutta University and has his sights set high on the Private Client Group segment while at the same time developing a sustainable, investment-based Equity dealing platform, as compared to the typical speculative and day-trading networks seen across the country. His contribution helped catapult EF into the league of players actively catering to the discerning Institutional and High-Networth investors who are well aware of global developments and at the same time are very demanding.

Our History

The Organization
Eastern Financiers was Born
Lead Broker for Company Fixed Deposits of leading Companies
Corporate Member - Calcutta Stock Exchange. Top Mobiliser in India - UTI Mutual Fund
Lead Mobilizer of Company Fixed Deposits for all leading Companies
Started Mutual Fund Distribution
Mutual Fund AUM crosses Rs 100 Crores
Insurance Corporate Agent
Member - National Stock Exchange (NSE)
Mutual Fund AUM crosses Rs 500 Crores
CNBC TV18 award - Best Performing Financial Advisor - East. Won it consistently for 8 times in a row since then.
Member - Bombay Stock Exchange (BSE)
Mutual Fund AUM crosses Rs 1,000 Crores
Insurance Broking - EF Insurance Broking Pvt Ltd
Mutual Fund AUM crosses Rs 1,500 Crores
Mutual Fund AUM crosses Rs 2,500 Crores and investor base 2.5 Lakhs
Launch of Mobile App and Online Mutual Fund Transactions
Launch of Online Demat and Stock Trading Account opening
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Our Partners

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FAQs on Trusted Investment Advisors & Trust Investment Companies in India

1. What does a Trusted Investment Advisor in India do?

A trusted investment advisor in India provides expert financial guidance, portfolio management, and wealth-building strategies to help individuals and businesses make informed investment decisions while minimizing risks.

2. What is a Trust Investment Company in India?

A trust investment company in India is a financial institution that manages, invests, and protects assets on behalf of individuals, businesses, and organizations. These companies offer estate planning, wealth management, and corporate investment solutions.

3. How does an Investment Trust in India work?

An investment trust in India pools money from multiple investors to invest in stocks, bonds, mutual funds, and real estate. It functions like a mutual fund but trades like a stock, providing investors with diversification and long-term growth opportunities.

4. What are the benefits of working with Trust Investment Advisors Private Limited?

A firm like Trust Investment Advisors Private Limited offers personalized investment planning, risk assessment, tax-saving strategies, and expert market insights, ensuring clients achieve financial security and long-term wealth growth.

5. How can a trust investment company in India help with estate planning?

A trust investment company assists with wealth transfer, asset protection, and legal structuring of estates to ensure that beneficiaries receive their assets efficiently and tax-effectively.

6. What is the difference between an investment advisor and a trust investment company?

Investment Advisor - Provides financial planning, portfolio management, and investment guidance for individuals and businesses.

Trust Investment Company - Manages assets, trusts, and estates with a legal responsibility to act in the best interest of beneficiaries.

7. Are investment trusts in India regulated by SEBI?

Trust Investment Company - Manages assets, trusts, and estates with a legal responsibility to act in the best interest of beneficiaries.

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