WealthNavi Inc. announces that on April 6, 2022, it started offering "Robo-NISA," a feature leveraging tax exemption merits of NISA (Nippon Individual Savings Account, a tax exemption program for small investments) to users of "Chukyo Omakase Navi," a managed account service provided online jointly with The Chukyo Bank Ltd. "Robo-NISA" is a feature that employs the tax exemption merits of the NISA and allows the wealth management of long-term investment with a globally diversified portfolio through "WealthNavi." With this feature, regardless of the experience or knowledge of the customer, the customer will be able to build wealth for their future retired life while leveraging the NISA's tax exemption merits. Feature 1: Tax-free: Capital gains generated through investment (e.g., dividends, distributions, and sales proceeds) are typically subject to the individual income tax and local taxes of approximately 20% in total. Capital gains acquired from the "Robo-NISA" feature, which utilizes the NISA, are exempted from these taxes in Japan.

Feature 2: Automated diversified investments in more than 11,000 securities in about 50 countries "Robo-NISA" automatically builds a portfolio with WealthNavi by combining assets, which is expected to provide the highest returns at a given level of risk based on the modern portfolio theory. The feature allows anyone to easily conduct the wealth management of long-term investment with a globally diversified portfolio while leveraging the tax exemption merits of the NISA. Feature 3: All the difficult aspects can be managed holistically and automatically Within an annual tax exemption cap set for the general NISA, "Robo-NISA" automatically performs the entire wealth management process from allocation of new contributions to NISA and taxable accounts to the selection and trading of securities, automated monthly deposits, and rebalancing.