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    7342   JP3155360005

WEALTHNAVI INC.

(7342)
  Report
Delayed Japan Exchange  -  02:00 2022-08-12 am EDT
2173.00 JPY   +7.63%
08/12WEALTHNAVI : Receipt of letter from a significant shareholder
PU
08/12WealthNavi Inc. Revises Non-Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2022
CI
07/18WealthNavi Joins Hands with Toho Bank
MT
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WealthNavi Inc. Starts Offering Robo-NISA

04/06/2022 | 02:00am EDT

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.


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All news about WEALTHNAVI INC.
08/12WEALTHNAVI : Receipt of letter from a significant shareholder
PU
08/12WealthNavi Inc. Revises Non-Consolidated Earnings Guidance for the Fiscal Year Ending D..
CI
07/18WealthNavi Joins Hands with Toho Bank
MT
07/15WEALTHNAVI : Announcement regarding business alliance with the Toho Bank
PU
07/08WealthNavi Teams Up with Chiba Bank
MT
07/07WEALTHNAVI : Announcement regarding business alliance with the Chiba Bank
PU
07/06Japan Index Succumbs to Losses; KDDI Resumes Operations after Three-day Network Disrupt..
MT
07/06WealthNavi Shares Rise 3% on Launch of Joint Offering with Aeon
MT
07/05WEALTHNAVI : Announcement regarding the launch of “WealthNavi for AEON CARD”
PU
07/05WealthNavi Inc., AEON Bank, Ltd. and AEON CREDIT SERVICE CO., LTD. Jointly Started Offe..
CI
More news
Financials
Sales 2022 6 619 M 49,5 M 49,5 M
Net income 2022 -36,8 M -0,28 M -0,28 M
Net cash 2022 8 504 M 63,7 M 63,7 M
P/E ratio 2022 -2 849x
Yield 2022 -
Capitalization 103 B 772 M 772 M
EV / Sales 2022 14,3x
EV / Sales 2023 10,5x
Nbr of Employees 114
Free-Float 73,0%
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Mean consensus -
Number of Analysts 0
Last Close Price 2 173,00
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Managers and Directors
Kazuhisa Shibayama Chief Executive Officer & Representative Director
Gaku Hirose Chief Financial Officer & Director
Ken Okamoto Chief Technology Officer & Executive Officer
Sumito Togo Independent Outside Director
Masaki Ogawa Independent Outside Director
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