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647-519-3392
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Karma Financial
Financial Planning for Maximum Success
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01

We’re a unique financial advisory firm.

We’re a unique financial advisory firm.

At Karma Financial, we go the extra mile to ensure you succeed in your financial planning goals and stability. We offer a diverse array of services to cater to your individual needs. We work closely with all of our clients, and our track record of success is proof that our strategies work.

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02

Determine the most suitable goals and strategies.

Determine the most suitable goals and strategies.

Karma Financial has been catering to different individual and businesses with over ten years of industry experience. Our dedicated team ensures that we cater to each of your individual goals, and help you know the nuances of financial planning, setting you on a rewarding journey.

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03

Work close to creating a plan that's specifically tailored to you.

Work close to creating a plan that's specifically tailored to you.

Karma Financial is delighted to offer a free consultation in the initial stages so that you can gather trust and get the hang of our world class services.We look forward to meeting you and helping you to your best interests.

Book your free consultation with us today!

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Why Choose Karma Financial?

Honest and Ethical

We find the most compliant solutions to make sure our clients are comfortable.

Passionate

We care about your success. Our track record of successful clients is our motivation.

Forward Thinking

Your future is important to us. Our financial strategies is a roadmap to your lifelong success.

Experience

Our 10+ years industry experience has provided us a track record of client success.

Simplified Approaches

Financial planning can be challenging. We ensure the procedures are simple for clients to understand.

Free Consultations

Before you get started, we are happy to give you a free consultation to help you understand our practices.

Our Services

Investment Planning

Insurance Planning

Budgeting

Tax Planning

Estate Planning

Group Benefits

Financial Planning for Entrepreneurs

Investment Planning

Karma Financial adopts an unbiased and ethical approach to your financial planning. We offer tailor-made consultation and advice about keeping your business or personal objectives in mind. Our financial planning will help you realize your goals through a personalized and structured plan.


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Insurance Planning

Insurances protect and provide financial security from a number of disasters or unexpected events. There are different types of insurances for different objectives all of which pay your or your beneficiary in case of disability, illness or death.


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Budgeting

Our financial security and the ability to gain financial freedom depend on two important factors- budgeting and financial planning. Karma Financial offers individual budgeting service and financial planning to ensure that you leave a life free of tension.


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Tax Planning

We are sure you don’t like to file taxes – it is the most excruciating time of the financial year for many. However, taxes don’t necessarily need to take away your night’s sleep! You can plan your taxes and take help of different strategies to get the most out of your investments.


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Estate Planning

Things can go awry if you pass away without having an estate planning. Your children and wife may or may not get your wealth, or it may be divided with people whom you don’t intend to- it all depends on the “intestacy” rules of where you live!Estate planning can solve many worries after you bid adieu to the world.


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Group Benefits

Your employees are the backbone of your company. You cannot achieve your business objectives unless your employees decide to put in their efforts. To ensure the success of your company you need to look after your employees and offer them incentives and perks.


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Financial Planning for Entrepreneurs

Working for yourself has many benefits. But it has its own set of challenges when it comes to financial planning issues such as: saving for retirement, taxation and succession planning.

No business is too small to these issues. Karma Financial can help you plan for these unique issues.


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ASSETS MANAGED
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SATISFIED CLIENTS
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