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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

    RBI Has Declared These 3 Banks As The Safest In India

    The RBI has identified SBI, HDFC Bank, and ICICI Bank as India's most systemically important financial institutions, terming them as Domestic Systemically Important Banks (D-SIBs).

    Date: 03/12/2025 / Source: News18 Business
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    LIC of India to launch 2 schemes from tomorrow - LIC’s Bima Kavach, LIC’s Protection Plus. Details here

    LIC will launch two new insurance products on Dec 3, 2025: Bima Kavach, a non-participating life insurance plan, and Protection Plus, a linked savings plan. These offerings aim to enhance LIC's market presence and cater to individual financial needs, providing both coverage and investment options.

    Date: 02/12/2025 / Source: Live Mint
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