Wealth Navi Co., Ltd.
“WealthNavi” Notice of Lowering the Minimum Investment Amount -From today, February 27, you can start with 10,000 yen-
Wealth Navi Co., Ltd. (Headquarters: Shibuya-ku, Tokyo, CEO: Kazuhisa Shibayama, hereinafter “our company”), which provides Japan’s No. 1 robo-advisor (* 1) “WealthNavi” We are pleased to inform you that from today, February 27 (Monday), the minimum investment amount for “WealthNavi” has been reduced from 100,000 yen to 10,000 yen. In light of the new NISA (tax exemption system for small investments) scheduled to start next year, we will continue to improve our services so that more people can engage in asset management. First of all, we have lowered the minimum investment amount to 10,000 yen for customers (*2) who have applied directly to us. In the future, we plan to improve the service so that you can start operating with just the deposit.
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“WealthNavi” is a service that allows fully automatic asset management of “long-term, accumulation, and diversification”. Considering that the new NISA is scheduled to start next year, we will improve our services, such as lowering the minimum investment amount and starting operation with a reserve deposit, so that more people can work on asset management. This time, we have reduced the minimum investment amount for starting operation from 100,000 yen to 10,000 yen for customers who have applied directly to us (*2). At the same time, the minimum deposit amount for “quick deposit” that can be deposited through Internet banking has also been reduced to 10,000 yen. In the future, we will continue to improve our services so that we can support a richer life for the working generation by providing Japan’s No. 1 robo-advisor (*1) “WealthNavi” in terms of the number of assets under custody and the number of managers.
*1 Comparing Internet specialists based on the Japan Investment Advisers Association “Contract Asset Status (latest version) (as of the end of September 2022) ‘Wrap business’ and ‘Discretionary investment business'” Morningstar research (2022) as of December) *2 This time, the target is only “WealthNavi” applied directly to our company, and does not include services through affiliated partners. In the future, we plan to gradually expand the target to affiliated services with a minimum investment of 100,000 yen or more.
Main features of Robo Advisor “WealthNavi”
1. Automate asset management for long-term, accumulation, and diversification Automate the long-term, accumulation, and diversified asset management practiced by wealthy individuals and institutional investors around the world with the power of technology. Based on the theory advocated by Nobel laureates, we will diversify and invest in 12,000 stocks in approximately 50 countries around the world through carefully selected ETFs (exchange-traded funds). Everything from asset allocation decisions to ordering, funding, rebalancing, and tax optimization is automated.
2. Services for busy working generations
It is mainly used by working generations in their 20s to 50s. By simply answering five questions from your smartphone or computer, you can propose an investment plan that suits each individual and check the status of your assets at any time. Even busy working generations can easily manage assets for the future in their spare time. 3. Various functions support comfortable asset management
“Omakase NISA,” which enables asset management while taking advantage of the tax exemption benefits of NISA (small amount investment tax exemption system), “Life Plan,” which supports the achievement of asset management goals, and “Militre (small amount ETF trading),” which realizes an optimal portfolio even with a small amount functions),” and “AI-based advice functions,” we support comfortable asset management for our customers. We have obtained patents for the core technologies of the “automatic accumulation with rebalancing function” and “automatic tax optimization (DeTAX) function*”. * There are conditions for applying automatic tax optimization (DeTAX), and we do not guarantee that the tax burden will be deferred. Four. Simple fee and asset management algorithm also released The fee is only 1% (1.1% including tax) of the assets in custody (*). We have published a white paper on our asset management algorithm, which can be viewed by anyone on our website.
*Annual rate, excluding cash portion. A discount fee of 0.5% (0.55% annual rate, tax included, excluding cash portion) is applied to the portion of assets under custody exceeding 30 million yen.
■Company profile
Company name: WealthNavi Inc. (English name: WealthNavi Inc.) Representative Kazuhisa Shibayama, Representative Director and CEO Established April 28, 2015
Location: Shibuya East Exit Building 9F, 2-22-3 Shibuya, Shibuya-ku, Tokyo Capital: 3,564,603,515 yen *As of December 31, 2022
URL: https://corp.wealthnavi.com/
Business description Financial instruments business
Director of the Kanto Local Finance Bureau (Kinsho) No. 2884 Member Association Japan Securities Dealers Association
Japan Investment Advisers Association
Japan Payment Services Association
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