• 9850054000 9527145000
  • planetconsulting.in@gmail.com
  • About Us

    Mr. Mahendra & Mrs. Kalpana Patel

    Mahendra Patel & Kalpana Patel, the Directors at “ Planet Consulting” and Team is here to guide you in your financial journey with a mission to educate and provide financial security to individuals and their families in choosing the right path for financial freedom and guide them to achieve their financial goals through proper investment planning and lead them towards ultimate financial independence which is the birth right of each and every person.

    Mahendra Patel has done B.Com (hons), CA (int) and MBA ( Masters in Insurance & Financial Planning) and Kalpana Patel has done B.Sc & CFPFS are advisors with LIC of India. With over 21 years of experience in domain of Taxation, Life Insurance & Financial Planning behind us, we are best equipped to provide Comprehensive Financial Solutions to our esteemed customers.


    Our Speciality

    RISK UNDER MANAGEMENT
    WE SUGGEST PLANS AS PER CUSTOMER'S REQUIREMENTS
    HAVING STRONG SUPPORT SYSTEM

    Gallery

    read more

    Greeting Of The Day

    Slideshow Image 1

    News

    ITR marked invalid due to tech glitch? Income Tax Dept issues THIS big relief for taxpayers

    The move comes in response to grievances received by the Centralized Processing Centre (CPC) in Bengaluru, which highlighted that returns from various assessment years were wrongly invalidated due to system glitches.

    Date: 29/07/2025 / Source: Financial Express
    Read More

    How HNI NRIs should calculate their term insurance coverage

    For high-net-worth NRIs, term insurance is crucial for securing their family's financial future, considering factors like inflation and global living costs. Indian insurers offer cost-effective policies with benefits like GST waivers, premium refunds, and worldwide coverage.

    Date: 21/07/2025 / Source: The Economic Times
    Read More

    Testimonials

    view more