Portfolio risk review

Who it is for

Private investors, couples managing shared capital, and family offices that already hold a book of equities, funds, or bonds and want a clear reading of how far the portfolio could fall under known stress periods.

Result you leave with

A written risk brief covering peak-to-trough history on your holdings, concentration by issuer and sector, currency and liquidity notes, and a short list of practical adjustments — sized to your constraints, not a model portfolio.

Scope included

• Review of statements and position lists you provide (Thai and offshore holdings welcome)
• Drawdown reconstruction for recent stress windows relevant to your mix
• Concentration and correlation discussion in plain language
• Cash-buffer and rebalancing notes
• One follow-up clarification call within fourteen days

Out of scope

We do not execute trades, custody assets, sell financial products, or provide regulated investment advice beyond the analytical brief described here. Tax filing and estate documents belong with your accountant or counsel.

Provider and process

Sessions are led by Devcompute Base practitioners in Bangkok. After you request a review, we send a short intake list, confirm a meeting time, hold the session, and deliver the brief within five business days.

Duration and delivery

Expect a half-day working session (about three hours including breaks) plus preparation time on our side. Meetings are held at our Phaya Thai Road office or by appointment video for clients elsewhere in Thailand.

Preparation

Bring recent statements, a list of large positions with cost basis if available, and any hard constraints (income needs, currency preference, concentration limits set by family agreement).

Fee basis

From THB 18,000 for a single-book review of typical private-investor complexity. Multi-entity or highly nested fund structures are quoted after intake.

Next step

Request a portfolio risk review and note preferred dates. We reply within two business days.