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#188813
EvanDuke
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<p>I have been working with SecuroomAi for about nine months now, and as you rightly said, the key point is not just to entrust money and forget about it, but to build a working, transparent and, most importantly, understandable interaction with them. I will start from the very beginning, maybe it will be useful. When I first came to them, I was very skeptical. Before that, I had already worked with one “fashionable” investment company, where they essentially imposed a universal portfolio on me, and then I just received some unreadable graphs and three-page reports with a bunch of incomprehensible terms from them. With SecuroomAi, everything started with an adequate conversation. It was not a sales manager who called me, but a financial specialist. First, he asked in detail about my situation: what I do, what are my goals for the next five to ten years, are there any large expenses ahead (in my case, apartment renovation and savings for my child’s education abroad), what is my income, how ready am I for temporary fluctuations. This alone is appealing – no one tried to force a decision on me, on the contrary, they even talked me out of the overly aggressive plan that I had initially considered. After that, they offered three scenarios for portfolio development, with an explanation of the pros and cons of each. It was important to me that I could make changes if I wanted to – and this option was provided. Reports come monthly, not just numbers, but with explanations of what exactly influenced the profitability, what steps were taken and what to expect next. It happens that the indicators are not ideal – but in such cases they do not hide, but directly write: “Yes, here we received less than expected, the reason is such-and-such. We adjust the strategy like this.” This creates trust.</p>