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Home » Rakuten Securities launches robo-advisor “Wealth Navi x R” that can be used with NISA

Rakuten Securities launches robo-advisor “Wealth Navi x R” that can be used with NISA

Rakuten Securities
Rakuten Securities launches robo-advisor “Wealth Navi x R” that can be used with NISA
– Realize the customer experience of “WealthNavi”! Selling investment trusts that are managed automatically with optimal portfolios – ……
Rakuten Securities Co., Ltd. (Headquarters: Minato-ku, Tokyo, President and CEO: Yuji Kusunoki, hereinafter referred to as “Rakuten Securities”) announced today that from Monday, May 13, 2024, a new service that can also be used in the growth investment frame of NISA accounts will be introduced. We are pleased to announce that we will begin offering the robo-advisor “Wealth Navi x R.” This service is provided by Wealth Navi Co., Ltd. (Headquarters: Shibuya-ku, Tokyo, Representative Director and CEO: Kazuhisa Shibayama, hereinafter referred to as “Wealth Navi”) and Rakuten Investment Management Co., Ltd. (Headquarters: Minato-ku, Tokyo, Representative Director and President: Higashi). This service was realized through a business partnership with Rakuten Asset Management (hereinafter referred to as Rakuten Asset Management), and is a new asset management support service that leverages the strengths of each.
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“Wealth Navi x R” is a service exclusive to Rakuten Securities that proposes a portfolio that matches the customer’s risk tolerance and sells dedicated investment trusts based on the customer’s risk tolerance by simply answering six questions. There are five types of investment trusts depending on risk tolerance, all of which are provided with investment advice by Wealth Navi and managed by Rakuten Asset Management. As a result, it is now possible to manage assets using the optimal portfolio of “WealthNavi” provided by WealthNavi even in investment trusts, and you can easily start managing assets without having to think about your own portfolio or worry about choosing products. Masu. During operation, we will support customers’ medium- to long-term investments by not only providing various support from Rakuten Securities but also by sending emails from Wealth Navi that are useful for asset management. In addition, by using Rakuten Card or Rakuten Cash (online electronic money) when saving up Wealth Navi x R investment trusts, you can earn Rakuten Points based on the amount saved and You can also purchase and accumulate “Wealth Navi x R” using “point investment” using “Rakuten Points.” All five investment trusts are eligible for the growth investment limit of NISA accounts. For more information, please visit the Rakuten Securities website: Additionally, to commemorate the launch of this service, a total of 2,130 people will be randomly selected to receive up to 100,000 yen in cash. Win! [Wealth Navi x R] Release Commemoration Campaign!
Rakuten Securities offers two robo-advisor services: Raku Raku Investment, which can be managed with investment trusts, and Raku Wrap, which is a discretionary investment model. “Rakuraku Investment” supports both the accumulation investment limit and the growth investment limit for NISA accounts, making it an easy-to-use service for customers who are just starting to invest. “Raku Wrap” is a discretionary investment service that leaves portfolio management to investment professionals, and we believe it is suitable for customers who want to manage large amounts of assets. “WealthNavi x R”, which will be launched this time, will offer the management experience of “WealthNavi”, a discretionary investment type robo-advisor widely used mainly by working people in their 20s to 50s, and will be the first of WealthNavi’s investment trusts. This is an asset management service that we utilized. We believe that we can contribute to the asset building and asset management of even more customers by providing a service that can meet the needs of customers who want to make their own investments and leave some of their assets to WealthNavi’s portfolio management. .
In 2024, the use of the NISA system is attracting renewed attention more than ever, and many people are taking the first step towards asset building and investment. Rakuten Securities will have 11 million general securities accounts by April 2024, an increase of 1 million accounts in about four months, the fastest ever, and the monthly setting amount for investment trusts will exceed 200 billion yen, increasing the number of securities accounts more than ever before. We help our customers build assets with Rakuten Securities. Rakuten Securities, which has the No. 1 number of NISA accounts (*2), will continue to provide overwhelming products, services, and support in order to maximize the financial well-being of our customers as a “wealth building accompaniment”. We will contribute to the creation of our customers’ assets.
Five features of “Wealth Navi x R”
1. Simple, easy-to-use service design! Just answer six questions and we will suggest portfolios and investment trusts that match your risk tolerance. Once you start operation, you can check the status of your assets at any time with a simple and easy-to-use screen design. 2. Leave the management to us with the optimal portfolio that realizes the management experience of “WealthNavi”! You can use investment trusts to create the optimal portfolio of WealthNavi, a robo-advisor managed by WealthNavi, and aim to increase your assets over the medium to long term while minimizing risk.
3. NISA account growth investment limit eligible! You can trade and operate using Rakuten Securities’ specific accounts and general accounts, as well as NISA accounts and growth investment limits. You can efficiently build and manage assets while taking advantage of the advantageous and popular tax exemption system.
Four. We have plenty of support to keep you going for a long time! We provide useful information for asset management, such as columns and emails, free of charge, not just for getting started, but as long-term support.
Five. Take full advantage of the advantageous services unique to Rakuten Securities! By saving money with Rakuten Card and Rakuten Cash (online electronic money), you can not only make cashless investments, but also receive Rakuten Points based on the amount you save. Additionally, you can use the Rakuten Points you have accumulated to purchase and save up Wealth Navi x R, allowing you to take advantage of Rakuten Securities’ advantageous services.
“Win up to 100,000 yen in cash! [Wealth Navi x R] Release
commemorative campaign!” (*1) Campaign overview
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(Note) Please note that campaign contents may change without prior notice.   For other details, such as campaign conditions and precautions, please see the homepage.

[“Wealth Navi x R” screen image]
-Diagnosis screen-
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-Diagnosis result screen-
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-Screen after starting operation-
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*1: Campaign sponsored by Wealth Navi and Rakuten Investment Management Advisors *2: Japan Securities Dealers Association “NISA and Junior NISA account opening and usage status survey results (all securities companies)” (as of the end of September 2023) and on each company’s website Calculated by Rakuten Securities based on disclosed information.

that’s all

[About fees and risks] When investing in products handled by Rakuten Securities, you may be required to pay designated fees and expenses for each product. In addition, there is a risk of losses for each product due to price fluctuations, etc. Regarding fees, etc. and risks associated with investing in each product, etc., please carefully read the contents listed on the “Investment Fees, etc. and Risks” page on the Rakuten Securities website and the documents provided before signing the contract. Please fully understand the contents. Trade name: Rakuten Securities Co., Ltd. Financial instruments business operator: Kanto Local Finance Bureau (Kinsho) No. 195, Commodity futures business association: Japan Securities Dealers Association, Financial Futures Association, Japan Commodity Futures Association General Type 2 Financial Instruments Business Association, Japan Investment Advisors Association

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