マメタス by WealthNavi(ウェルスナビ) 3.0.2

The following review highlights a noteworthy investment application that has garnered attention from outlets such as NHK's "Ohayo Nippon" and TV Tokyo's "WBS." This application enables users to invest their everyday spare change from routine purchases, including those made online.

Recommended for:

• Individuals in their 20s to 30s interested in asset management.
• Those who wish to explore investment but are unsure whom to consult.
• Individuals looking to manage their assets for the future, yet lack knowledge in investment.

Main features of the application:

• Spare change from daily credit card transactions is automatically invested by a robo-advisor.
• Users can select round-off amounts of 100 yen, 500 yen, or 1000 yen for their investments.
• Accumulated spare change is automatically withdrawn from the bank account for investment once a month.
• The asset management is handled by the robo-advisor "WealthNavi."

Characteristics of the robo-advisor "WealthNavi":

1. Fully automated asset management: The application utilizes asset management algorithms based on award-winning theories, facilitating international diversified investment without requiring extensive knowledge or effort from users.
2. Services targeted at those seeking stable, long-term asset growth: The robo-advisor crafts optimal portfolios while helping users maintain proper asset allocation without falling prey to common psychological barriers that individual investors encounter.
3. Advanced functionalities for effective and efficient management: Patent-protected features such as automated investments with rebalancing and automatic tax optimization ("DeTAX") support users in achieving efficient investment strategies. Note that conditions apply to the use of automatic tax optimization, and it does not guarantee the deferral of tax burdens.

Security measures:

• User personal information is encrypted and managed with utmost care and strict oversight.

Inquiries:

• For any questions, please contact us via our online inquiry form: here.

Important notes:

• Please review the risks and costs associated with financial product transactions on our website: here.

Operating Company:

• WealthNavi Inc.
• Financial Instruments Business Operator, Kanto Local Finance Bureau Director (Financial Instruments Business) No. 2884
• Affiliated Associations: Japan Security Dealers Association, General Incorporated Association Japan Investment Advisers Association
• Further information available at: WealthNavi.