ウェルスナビで全自動の資産運用を

Description

■ Robo-advisor with over ¥1.5 trillion in assets under management (※1), 430,000 active users (※2), and the No. 1 in assets under management and number of managers (※3)
WealthNavi is an automated asset management app that diversifies investments across 12,000 stocks in approximately 50 countries, aiming for returns that exceed global economic growth.

※1 As of July 18, 2025
※2 Number of managers as of March 31, 2025
※3 Research by Wealth Advisor, comparing online-only brokers based on the Japan Investment Advisers Association's "Contract Asset Status (Latest Version) (as of the end of March 2025) for 'Wrap Business' and 'Discretionary Investment Business'" (as of June 2025).

■ "Omakase NISA" automatically uses NISA.
Fully compatible with the new NISA. Easily take advantage of the advantageous tax-exempt system.

■ What's this app?
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● Leave your asset management to us
From product selection to asset rebalancing, we automate the entire traditional asset management process. Even busy working adults can get started with asset management without any hassle.

● Just answer five questions
By answering five questions, we'll propose a personalized investment plan. We automatically diversify your investments across 12,000 stocks in approximately 50 countries around the world, optimizing your asset allocation for optimal risk and return.

● Start with just ¥10,000
Enjoy world-class asset management services with just your smartphone. Start full-scale asset management with just ¥10,000, and monthly savings starting from ¥10,000.

● Fees linked to assets under custody
Fees are limited to a maximum of 1% per annum (1.1% including tax) (*4) of assets under custody. No fees are charged per transaction.
*4 Excludes cash. Amounts over ¥30 million are subject to a 0.5% fee (0.55% per annum, including tax, excluding cash). If you use the New NISA, there is no fee for assets held in the Regular Investment Limit, 0.7-1% per annum (0.77-1.1% including tax) per annum for assets held in the Growth Investment Limit depending on your risk tolerance, and a maximum of 1% per annum (1.1% including tax) per annum for assets held in the entire New NISA account.

● Advanced Support Features
Advanced features such as "Automatic Savings with Rebalancing" and "Automatic Tax Optimization (DeTAX)" (※5) will support your asset management.
※5 Only applies if certain conditions are met. This does not guarantee that tax burdens 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 the financial expertise.
- I'm too busy at work and don't have the time to manage my assets myself.
- I want to start low-risk asset management with a small amount.
- I want to start serious asset management for retirement, leaving it to the experts.

■ Approximately 30% of our customers are new to investing
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32% (※6) of WealthNavi's customers are new to investing. While it is highly rated by experienced investors, beginners also appreciate it, saying, "I can leave my asset management to you."
※6 The percentage of managers as of September 30, 2023 who answered "No" to the question "Do you have investment experience in stocks, mutual funds, foreign currency deposits, FX, or bonds?" at the time of application (rounded to the nearest decimal point).

■ Commitment to Safety and Security
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We support asset management with robust security, including two-factor authentication, fraud prevention, and data encryption.

■ Contact Us
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We accept inquiries online via this "Contact Us" form.
https://www.wealthnavi.com/support/inquiry

■ Important Notice
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[Risks and Costs Associated with Trading Financial Instruments, etc.]
Trading financial instruments offered by our company may result in losses or loss of principal due to fluctuations in interest rates, currency values, market prices, and other indices.
Please carefully read the pre-contract documents before using the services.

Risks and Costs Associated with Trading Financial Instruments, etc.
https://www.wealthnavi.com/rule/01.html

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WealthNavi, Inc.
Financial Instruments Business Operator, Kanto Regional Financial Bureau (Financial Instruments) No. 2884
Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association
https://www.wealthnavi.com