Long-term basket review

Who this is for

Holders who keep a crypto basket for years, not weeks — usually five to forty positions — and want a calm pass through weight drift before they touch the exchange.

What you leave with

• A printed and digital target-weight map dated for the session
• Drift notes for each position that moved more than your agreed threshold
• A rebalancing sequence ordered by liquidity and tax-lot awareness notes you supply
• A suggested date for the next check-in

What is included

Intake review of your holdings sheet, a live desk walkthrough, concentration and correlation comments in plain language, and thirty minutes of follow-up email within seven days for clarification only.

What is not included

We do not place trades, custody assets, sell tokens, or give personalized investment advice under a licensing umbrella. Execution stays with you or your broker.

How the afternoon runs

1. Before the visit — You send holdings (asset, quantity, cost basis if available) and any existing target percentages.
2. At the desk — We reconcile the list, compute current weights, compare to targets, and mark drift.
3. Close — You approve the revised target sheet; we note open questions for your next window.

Preparation

Bring exchange exports or a simple spreadsheet. If you use multiple wallets, label each. Tell us any hard constraints (no-sell tokens, lockups, or preferred stables).

Duration and place

Two hours at our Tsim Sha Tsui workspace. Remote video is available only when travel is impractical; the same intake and deliverables apply.

Pricing basis

HKD 2,800 for baskets up to twenty positions. Larger baskets are quoted after intake. A 30% deposit holds the calendar slot.

Next step

Request a review date with your approximate holdings count and preferred week.