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CARAT Specialist in Private Wealth Management

Looking for support
  • Financial optimization

  • Fundraising / Financing search

  • Investment

  • Protection

  • Investment (or Placement, depending on the context)

  • Transfer

  • Acquisition of goods and products

  • Sale of goods and products

Our expertise

Holder of professional licenses :

CIF

COA

COB

Real estate transaction

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Graduates in financial professions, registered with Orias and the Compagnie des CGP, and subject to annual regulatory training, we are authorized and qualified to assist you at every stage of your financial life.

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Carat excellence

Whatever your projects, ambitions, and resources, we support you in the realization of your investments, placements, financing, and real estate acquisitions.

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We focus on the construction, optimization, protection, and transfer of your wealth.

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Whatever your wealth management issues may be, feel free to meet with our advisors to conduct a wealth assessment and receive tailored advice for your situation and goals.

Wealth management

Wealth management advice offers you personalized and efficient solutions for your investments. The support of an independent wealth management consultant means taking advantage of the presence of a professional to ...

Notre expertise

Partners

Wealth management advice offers you personalized and efficient solutions for your investments. The support of an independent wealth management consultant means taking advantage of the presence of a professional to ...

Risks, finance and regulation

Compagnie des CGP                                        Orias

                 AMF                                                   ACPR

                  CCI                                                  FNAIM

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SARL CARAT GP Invest - with capital of 40,777 € - 23 Mail Haroun Tazieff, 44300, Nantes - office@carat-gp.fr - www.carat-gp.fr

RCS Nantes 842 620 247 - SIRET: 842 620 247 00010 - APE-NAF: 7022Z Approval number - Orias 18008033

Financial investment advisor n ° F000573 by La Compagnie des CGPI - Brokerage in insurance operations - Intermediary in Banking Operations and Payment Services - association approved by the AMF: F000558

Holder of the Professional Transaction Card on buildings and goodwill issued by the CCI N ° CPI 4401 2020 000 044 557 - Professional RC n ° MRCSFGP201810FRN0000000020684A00 - Financial guarantee of € 600,000.00 without manipulation of funds

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