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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

    Aadhaar now mandatory for PAN: New rule comes into effect – know what you need to do

    From July 1, 2025, Aadhaar authentication is mandatory to get a new PAN card. Without Aadhaar verification, PAN won’t be issued. Here's what you must do.

    Date: 01/07/2025 / Source: Financial Express
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    Filing ITR without any CA help? Avoid making THESE 5 costly mistakes

    Filing your Income Tax Return (ITR) for FY 2024-25? The deadline has been extended to September 15, 2025. Here's how salaried individuals can file ITR without a Chartered Accountant and avoid 5 common mistakes that often trigger income tax notices or delay refunds.

    Date: 28/06/2025 / Source: Financial Express
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