Who we are?
Mahendra Patel & Kalpana Patel, the Directors at “ Planet Consulting” and our 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.
Why us?
Our broad background and vast experience of over 2 decades allows us to work with almost any client. Being a member of MDRT- Million Dollar Round Table (USA) a premier association of the financial professionals of the world gives us competitive edge over our competitors. At Planet Consulting, we firmly believe in transparency and which is why we discuss all the investment options with you before guiding you to choose the correct investment option for your portfolio.
Our philosophy
At Planet Consulting, we understand that successful financial portfolio is build upon identifying the goals of the clients at different stages of life and providing them best solutions to achieve those goals. LIFE IS SIMPLY TOO PRECIOUS TO LEAVE IT UP TO FATEOur Core values
Our Mission
Our sole mission is to educate and highlight the importance of Financial Planning and significance of Life Insurance as an integral part of comprehensive financial planning in providing financial security and financial freedom.
PLANET CONSULTING, Mahendra Patel Associates, A/203 Arihant Shopping Complex, Arihant Nagar, Dhamankar Naka,
Bhiwandi, Mumbai - 421305,
Maharashtra, India.
