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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

    LIC to launch three new insurance plans on October 19, 2026: Annuity, health insurance and cancer cover to go on offer

    Life Insurance Corporation of India is set to introduce three new insurance products on October 19, 2026. The offerings include LIC’s New Jeevan Dhara - II, LIC’s Health Shield, and LIC’s New Cancer Cover.

    Date: 15/10/2026 / Source: The Economic Times
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    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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