■ Robo-advisor with over 1.4 trillion yen in assets under management (※1) and 430,000 users (※2) No. 1 in assets under management and number of managers (※3) WealthNavi is an automated asset management app that diversifies investments into 12,000 stocks in approximately 50 countries and aims to achieve returns that exceed the growth of the global economy. ※1 As of January 23, 2025 ※2 Number of managers as of March 31, 2025 ※3 Comparison of online-only providers based on the Japan Investment Advisers Association's "Contract Asset Status (Latest Version) (as of the end of September 2024) 'Wrap Business' and 'Discretionary Investment Business'" Survey conducted by Wealth Advisor Co., Ltd. (as of December 2024) ■ "Omakase NISA" that automatically uses NISA Fully compatible with the new NISA. You can easily take advantage of the advantageous tax-free system. ■ This is the app ----------------------------------- ● You can leave your asset management to us From the selection of financial products to rebalancing (asset balancing adjustment), all the traditional asset management processes are automated. Even busy working generations can start asset management without any hassle. ● Just answer five questions By simply answering five questions, we will propose an investment plan that suits you. With the most efficient asset allocation for risk and return, you can automatically diversify your investments into 12,000 stocks in approximately 50 countries around the world. ● You can start with just 10,000 yen A world-class asset management service is realized with just one smartphone. You can start full-scale asset management with just 10,000 yen, and you can also make monthly savings with just 10,000 yen. ● Fees linked to assets under custody The fee is only up to 1% per annum of assets under custody (1.1% including tax) (※4). There is no fee for each transaction. ※4 Excluding the cash portion. In addition, the fee for any amount over 30 million yen is 0.5% (excluding the cash portion, 0.55% per annum including tax). If you use the New NISA, the fees for assets held in the cumulative investment limit are zero, the fees for assets held in the growth investment limit are 0.7% to 1% per annum (0.77% to 1.1% including tax) depending on your risk tolerance, and the fees for assets held in the entire New NISA account are up to 1% per annum (1.1% including tax). ● Advanced support functions Advanced functions such as "automatic savings with rebalancing function" and "automatic tax optimization (DeTAX)" (※5) will support your asset management. ※5 Only applies if certain conditions are met. It does not guarantee that tax burdens will be deferred. ■ Recommended for ----------------------------------- ・I want to start asset management, but I'm worried because I don't have financial expertise. ・I'm busy at work and don't have time to manage my assets myself. ・I want to start asset management with reduced risk, starting with a small amount. ・I want to start full-scale asset management for retirement, leaving it to the system. ■About 30% of customers are inexperienced investors ----------------------------------- 32% (※6) of WealthNavi customers are inexperienced investors. While it is well-received by those with investment experience, it is also popular among beginners who say, "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, investment trusts, foreign currency deposits, FX, or bonds?" at the time of application (rounded to the nearest decimal place) ■Efforts for safety and security ----------------------------------- We support asset management with strong security, including the provision of two-step authentication, prevention of fraudulent transfers, and data encryption. ■Inquiries ----------------------------------- We accept inquiries via the Internet using this "Inquiry Form." https://www.wealthnavi.com/support/inquiry ■Notes ----------------------------------- [Risks and costs associated with trading financial products, etc.] Trading financial products offered by our company may result in losses and investment principal may fall below the original amount due to fluctuations in interest rates, currency prices, market prices in financial products, and other indices. Please read the pre-contract documents carefully before using the service. Risks and costs associated with trading financial products, etc. https://www.wealthnavi.com/rule/01.html ----------------------------------- WealthNavi Co., Ltd. Financial Instruments Business Operator Kanto Regional Financial Bureau (Kinsho) No. 2884 Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association https://www.wealthnavi.com