Consultation
ETF Allocation Review
A full mapping of your ETF holdings — weights, overlap, factor tilt, and a written allocation brief you can keep.
Who this is for
Investors holding three or more ETFs who want to understand how the pieces fit — and where they quietly fight each other. Typical clients include expatriates building a long-term sleeve, professionals consolidating old workplace plans, and families reviewing a shared brokerage account before a rebalance.
What you receive
- A pre-session questionnaire and holding template
- An exposure map covering geography, sector, market-cap, and known factor tilts
- Overlap notes where multiple funds chase the same names
- A live walkthrough of findings (90–120 minutes)
- A written allocation brief within three business days
What we do not do
We do not place trades, custody assets, or sell fund products. We do not promise market returns. The brief is decision support for you and, if you wish, your licensed broker or wealth manager in Thailand or abroad.
Process
- Intake — share holdings, cost basis awareness (optional), constraints (currency, tax residency notes, ethical exclusions), and goals for the sleeve.
- Preparation — we build the exposure map offline before we meet.
- Session — we review the map together, pressure-test rotation ideas only where they affect your weights, and agree next actions.
- Brief — you receive a concise written summary with open questions marked clearly.
Duration and location
Sessions run 90–120 minutes. Meet at Level 10, 43 Phuket Road, Phuket 83000, or join by video. Preparation typically needs five business days after we receive complete holdings.
Pricing basis
From THB 12,500 for portfolios with up to eight ETF lines. Larger or multi-currency sleeves are quoted after intake. A 30% booking deposit confirms the calendar slot.
Next step
Request an ETF Allocation Review and include a rough list of funds you hold. We reply within two business days with availability and a fee confirmation.