お任せ資産運用ならGoalNavi（ゴールナビ）

Features お任せ資産運用ならGoalNavi（ゴールナビ）

[GoalNavi for asset management]I have a long life, I have plenty of time, and there are many things I want to do.
There is more than just one amount of money to prepare.Thats why the secret to asset management is to decide on a goal and then start working on it.It is important to create and prepare an asset management plan that is considered optimal for each goal.GoalNavi is a goal-based asset management app that guides customers to their goals using a goal-based approach originating from the United States.[How to start GoalNavi]1.
First, set goalsAfter downloading the app, you can answer simple questions during the free diagnostics and set your goals (for what purpose, by when, and how much money you need).Goalnavi automatically determines and proposes the operation plan that is considered optimal for the customer.If you choose the "Reserves" plan, you can start from 10,000 yen per month.2.
Open an accountOnce you have your identity verification documents and withdrawal account ready, the account opening process takes as little as 5 minutes!Opening an account can be completed using a smartphone.*To start asset management, you will need to submit identification documents and undergo a securities account opening examination.3.
Deposit & start operationOnce your account has been opened and funds have been deposited, operations will begin in as little as 1 business day!Leave the rest to GoalNavi with automatic operation.
GoalNavi monitors market price movements and automatically performs periodic rebalancing and review of asset allocation criteria.You can check your asset status and investment trust management status at any time using the app.【Recommended environment】Please check the URL below.https://support.goalnavi.com/attention/siteusage/[Development and provision of GoalNavi]GoalNavi is an asset management service developed and provided by Nissay Asset Management Co., Ltd., an asset management company of the Nippon Life Group, in cooperation with Smart Plus, an internet securities company established by Finatext Co., Ltd., a fintech venture company from the University of Tokyo.
.■Discretionary investment agent (management of entrusted assets)Trade name: Nissay Asset Management Co., Ltd.Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No.
369Member associations: Investment Trusts Association of Japan/Japan Investment Advisers Association of JapanHP: https://www.nam.co.jp/Personal information protection policy: https://www.nam.co.jp/privacy/index.html■Account management institution (management of securities accounts and apps)Trade name: Smart Plus Co., Ltd.Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No.
3031Member Associations: Japan Securities Dealers Association/Japan Investment Advisers Association/General Incorporated Association Type 2 Financial Instruments Firms AssociationHP: https://smartplus-sec.com/Privacy Policy: https://smartplus-sec.com/privacy.html[Important information regarding “Goal Navi”]■About risks・Goal Navi conducts investment management for investment trusts based on discretionary investment contracts that Nissay Asset Management concludes with customers.
Investment principal is not guaranteed.・As investment trusts invest in domestic and foreign securities that have price fluctuations, losses may occur due to fluctuations in indicators such as stock prices, interest rates, and currency prices, as well as changes in the issuers credit status.
There is a risk that the investment principal may be lost.・Goal Navi is different from deposits and is not covered by the deposit insurance system.- Nissay Asset Management will manage the investment on behalf of the customer under a discretionary investment contract, but all profits and losses from the investment will belong to the customer.■ Regarding costs・For app courses, the fee that customers pay through Goal Navi is a maximum annual rate of 1.045% (0.95% excluding tax) of the contract amount.
Expenses for the period belonging to the quarter are calculated with the end of March, June, September, and December as the end of each quarter, and are generally paid in arrears on the 10th business day of the following month.
Please note that this varies depending on the contract course and contract amount, so please check the document issued before signing the contract for details.・In addition, there will be indirect costs such as investment management fees (trust fees), audit fees, and securities trading fees related to the investment trust.
The total amount of investment management expenses (trust fees) cannot be stated in advance as it varies depending on asset allocation, investment period, etc.
Audit fees, securities trading fees, etc.
fluctuate depending on investment status, etc., so it is not possible to indicate the upper limit in advance.
For more details, please check the investment trust manual (delivery prospectus).・The total amount, maximum amount, and calculation method of such expenses cannot be stated in advance as they vary depending on the operational status and period of operation.■ Other matters to note・Before applying (discretionary investment contract), please carefully read the latest "Document issued before contract conclusion".
When applying (discretionary investment contract), please check and understand the contract contents in the discretionary investment contract and documents issued at the time of conclusion of the discretionary investment contract, terms and conditions, terms and conditions, and other documents.
Please judge.・Cooling-off (Article 37-6 of the Financial Instruments and Exchange Act) does not apply to discretionary investment contracts.・This site is a document created by Nissay Asset Management and Smart Plus to increase understanding of Goal Navis services.-This site has been created based on information deemed reliable, but we do not guarantee accuracy or completeness.-The contents of this site are current as of the date of creation and are subject to change without prior notice.
Furthermore, it does not guarantee future changes in the market environment.■ Points to note regarding account opening and transactions・When making a transaction using Smart Plus, you may be required to pay certain fees and expenses for each product.- Regarding investment trust transactions, there is a risk of losses due to a decline in the standard price, etc.・When opening various accounts with our company, there will be a screening prescribed by our company.・When individual stocks are displayed or mentioned in materials, etc., they are posted for illustrative purposes only, and are not intended to be a solicitation or recommendation to buy or sell such stocks.・When conducting transactions, please carefully read the pre-contract documents, prospectus, other documents, contracts, etc.
issued by our company.