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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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    News

    Permanence of life insurance

    Companies may come and go, or get merged, but policyholders’ rights are unaffected

    Date: 21/09/2026 / Source: The Hindu
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    Life insurers’ first-year premium jumps 33% in August, led by LIC

    Life insurers’ first-year premium growth accelerated in August, with LIC driving much of the increase as private insurers also posted double-digit growth.

    Date: 07/09/2026 / Source: CNBC
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