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Everyone

WealthNavi Inc.

Android10

■ Robo-advisor with over 1.3 trillion yen in assets under management (*1) and used by 410,000 people (*2) with the No. 1 number of assets under management and number of managers (*3)
WealthNavi is an automatic asset management app that makes diversified investments in 12,000 stocks in approximately 50 countries and aims to achieve returns that exceed global economic growth.

*1 As of July 4, 2024
*2 Number of operators as of September 30, 2024
*3 Comparison of online-only providers based on the Japan Investment Advisors Association's "Contract Asset Status (Latest Edition) (as of the end of March 2024)" "Wrap Business" and "Discretionary Investment Business" Research by Wealth Advisors (2024) (as of June)

■ “Omakase NISA” allows you to use NISA automatically
Fully compatible with the new NISA. You can easily take advantage of the advantageous tax exemption system.

■ This is the app
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● You can leave asset management to us
All traditional asset management processes, from financial product selection to rebalancing (asset balance adjustment), are automated. Even the busy working generation can start managing their assets without any hassle.

● Just answer 5 questions
Just answer 5 questions and we will propose a management plan that suits you. You can automatically diversify your investments in 12,000 stocks from approximately 50 countries around the world with asset allocation that optimizes risk and return.

● You can start from 10,000 yen.
Realize world-class asset management services with just your smartphone. Full-scale asset management can be started from 10,000 yen, and monthly savings can be made from 10,000 yen.

● Fees linked to assets under custody
The only fee is a maximum annual rate of 1% (1.1% including tax) (*4) of the assets under custody. It is not charged for each transaction.
*4 Excluding cash portion. The amount exceeding 30 million yen will be 0.5% (excluding cash portion, annual rate of 0.55% including tax). If you use the New NISA, the fees for deposited assets in the accumulation investment limit are zero, and the fees for deposited assets in the growth investment limit are 0.7 to 1% per year (0.77 to 1.1% including tax) depending on your risk tolerance. The fee for deposited assets for the entire NISA account is a maximum annual rate of 1% (1.1% including tax).

● Advanced support functions
We support customers' asset management with advanced functions such as "automatic savings with rebalancing function" and "automatic tax optimization (DeTAX)" (*5).
*5 Applicable only if certain conditions are met. There is no guarantee that the tax burden will be deferred.

■Recommended for the following people
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・I want to start asset management, but I'm worried because I don't have financial expertise.
・I'm so busy with work that I don't have time to manage my own assets.
・I want to start investing with a small amount of money to reduce risk.
・I want to start full-fledged asset management for retirement by leaving it to you.

■Approximately 30% of customers have no investment experience
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32% (*6) of WealthNavi's customers are inexperienced investors. While it has been well received by those with investment experience, it has also been well-received by beginners who say, ``You can leave asset management to them.''
*6 Among the managers as of September 30, 2023, in response to the question "Do you have any investment experience in stocks, investment trusts, foreign currency deposits, FX, or bonds?" at the time of application, answered "No". Percentage of people who answered (rounded to the first decimal place)

■Initiatives for safety and security
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We support asset management with strong security, including providing two-step authentication, preventing unauthorized remittances, and encrypting data.

■Contact us
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We accept inquiries via the Internet using this "Inquiry Form".
https://www.wealthnavi.com/support/inquiry

■Notes
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[Risks and costs related to transactions of financial products, etc.]
Trading of financial products provided by our company may result in losses or loss of investment principal due to fluctuations in interest rates, currency prices, market prices in financial product markets, and other indicators.
When using the service, please read the documents issued prior to signing the contract carefully beforehand.

Risks and costs related to transactions in financial products, etc.
https://www.wealthnavi.com/rule/01.html

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Wealth Navi Co., Ltd.
Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No. 2884
Member associations: Japan Securities Dealers Association, Japan Investment Advisers Association
https://www.wealthnavi.com

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