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Heptaret Capital Management, LLC, based in New York City, is a multinational American firm that offers portfolio management, global investment strategies, tax advisory, and financial training.
40 Wall St, Fl 28, 10005, New York, United States
4.1
5 reviews
Heptaret, they helped me a lot in constructing my portfolio, mostly with strong BTC mining companies like Riot Blockchain and Bitfarms. As timing the market never works, they showed me a way to accumulate that could work in whatever market condition.
Date of experience: January 13, 2023
Reply from Heptaret
We sincerely thank you for leaving this excellent review. Your feedback means a lot to us!
Heptaret has been a real help for me, a globetrotter. Balancing tax obligations across multiple countries was daunting, but Heptaret made it manageable. They're the solution for international tax concerns.
Date of experience: June 21, 2023
Reply from Heptaret
We sincerely thank you for leaving this excellent review. Your feedback means a lot to us!
I kicked things off with a 1-hour chat with them. As a young crypto enthusiast, I reached out for their guidance in navigating the world of crypto regulations while making adjustments to my investment game plan.
I was seriously impressed by Heptaret's knack for spotting superior alternatives and minimizing risks for my crypto assets, especially when faced with uncertain rules.
Their expert guidance has injected me with a strong dose of satisfaction and confidence in the strategic choices I've made for my portfolio.
Date of experience: April 26, 2023
Reply from Heptaret
We sincerely thank you for leaving this excellent review. Your feedback means a lot to us!
Formerly one of the lead instructors for Forex at XM Global, where we are renowned for excellence in technical analysis, I turned to Heptaret for a fundamental approach to investments. Heptaret's expert strategies on stocks and commodities, along with their comprehensive sessions on option strategies within the broader economic context, significantly broadened my skills in risk management.
Date of experience: February 17, 2023
Reply from Heptaret
We sincerely thank you for leaving this excellent review. Your feedback means a lot to us!
HEPTARET, the portfolio advisor, is an absolute game-changer. They guided me in building my portfolio from scratch with unmatched dedication. Their direct and transparent approach instilled complete trust. I wholeheartedly recommend HEPTARET's services without hesitation.
Date of experience: September 22, 2022
Reply from Heptaret
We sincerely thank you for leaving this excellent review. Your feedback means a lot to us!
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