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<p>Hello, colleagues. I have been studying the topic of passive investing for about a month now and came across SecuroomAi. Judging by the description, they offer not just consulting, but full support – like, you trust them with your capital, and then they themselves will competently distribute it and monitor the risks. On the one hand, it sounds cool, especially if you don’t have time to dig into all this yourself. On the other hand, how can you understand that this company is really reliable and not another “sign”? If someone is already working with them, it would be very interesting to hear how the interaction takes place in practice. I am especially interested in: to what extent do they involve the client in the process and is there any transparency at all? Or is everything based on the principle of “we ourselves know where to invest”?</p>
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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>
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<p>I am following this topic with interest. I have no experience with them yet, but the reviews seem to be generally positive. I am especially pleased that they do not try to “wrap” everything in a pretty wrapper, but really explain how everything works. I think I will try to contact them and discuss my goals – at least, judging by what you write, they are adequately responsive.</p>
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