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  • 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

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    Greeting Of The Day

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    News

    Income tax return processing and ITR refunds start for AY 2025-26: Here’s how to check status

    ITR filing for AY 2025-26 began late due to tech delays. Learn how to check your ITR and refund status online, and why early filing still matters.

    Date: 16/06/2025 / Source: Financial Express
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    RBI cuts repo rate by 50 bps to 5.5 pc, third consecutive reduction

    The RBI on Friday cut repo rate by a higher-than-expected 50 basis points to prop up growth, which has slowed to a four-year low of 6.5 per cent in FY25.

    Date: 06/06/2025 / Source: The Pioneer
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    Testimonials

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