#Japan #Tokyo #SmartPlus #VSG Asset Management #DWM

VSG Asset Management Implements SmartPlus's DWM for Investment Trust Sales

VSG Asset Management, a part of the Venture Support Group, has announced the adoption of SmartPlus's Digital Wealth Manager (DWM) for its new investment trust sales service, set to launch on August 7, 2025. This initiative aims to provide entrepreneurs with robust asset management solutions tailored to their evolving needs.

Background and Purpose of Adoption

Since its inception over two decades ago, the Venture Support Group has evolved from a tax advisory firm specializing in company formation into a comprehensive professional service group with 51 locations and 1,550 employees nationwide. With a successful track record of helping over 37,000 companies establish their businesses, the group has expanded its services to offer holistic support for entrepreneurs, integrating various professional services such as accounting, labor, judicial scrivener, administrative law, and legal counsel.

The recent introduction of the new NISA (Nippon Individual Savings Account) system in 2024 is fueling interest in investments among entrepreneurs and business leaders, heightening awareness regarding asset formation and preservation. As businesses grow, there is an increasing demand for sophisticated asset management strategies that consider personal asset management, succession planning, and inheritance strategies.

In response to these changing times and needs, VSG Asset Management aims to leverage its extensive experience in company formation and entrepreneurial support to offer financial services that comprehensively assist entrepreneurs throughout their entire lifecycle.

Investment Trust Sales Service by VSG Asset Management

The new investment trust sales service will focus on around 20 carefully selected active funds, employing a core-satellite investment strategy as its foundational approach. This strategy includes stable core funds combined with growth-oriented satellite funds to create a diversified portfolio aimed at achieving long-term capital gains. Additionally, this service aligns with the new NISA system, ensuring continuous support through the established trust between the Venture Support Group and its clients.

In this investment trust service, VSG Asset Management will act as the intermediary for trust sales, while SmartPlus will manage the securities account and handle the buying and selling of investment trusts.

Core-Satellite Strategy Explained

The core-satellite strategy entails maintaining a stable investment approach in the core area while pursuing more aggressive investments in the supplemental satellite area. This strategy aims to balance risk while achieving excess returns.

The Significance of Professional Service Group's Investment Trust Sales

By offering investment trust sales, VSG Asset Management provides unique value characteristics inherent to its professional service group. These benefits include:

• - Investment Support Driven by Tax Expertise: The strengths of the tax advisory group allow for asset management advice tailored to tax considerations, fostering ongoing client relationships.
• - Integrated Management of Business and Personal Assets: VSG supports strategic management for entrepreneurs, addressing both business operations and personal asset management through various lifecycle stages.
• - Neutrality and Flexibility of an Independent IFA: As an independent financial advisor, VSG selects necessary products from a neutral standpoint, enabling tailored asset design aligned with clients' life stages or business growth.

Future Developments

Looking ahead, VSG Asset Management plans to strengthen its partnerships with IFA firms, insurance agencies, and other professionals. By expanding the model of providing specialized securities services anchored in trust and expertise, the company aims to further promote the DWM platform across diverse organizations.

About Digital Wealth Manager Plus (DWM+)

DWM+ is a securities trading platform enabling intermediaries to establish and provide customized branded securities services rapidly and efficiently. Companies can create their turnkey investment management services using their own unique strategies, alongside built-in active management services focused on US and Japan stocks. This flexibility allows businesses to select products tailored to their needs and leverage DWM+ as a distinctive securities trading platform. Unique to the service is its capacity to launch operations within approximately two weeks post-agreement.

For more details about DWM+, visit: DWM+ Details.

About VSG Asset Management Inc.

VSG Asset Management Inc. is a financial product intermediary affiliated with the Venture Support Group, which includes tax, labor, legal, and inheritance services consolidated into a one-stop offering. Since its establishment, it has supported over 37,000 business formations. By collaborating with group-wide expertise, VSG provides comprehensive proposals that consider asset formation, succession planning, and more.

\[More about VSG Asset Management Inc.\] (https://venture-support.biz/ifa/)

Company Details

• - Company Name: VSG Asset Management Inc.
• - Business License: Kanto Finance Bureau License (No. 962)
• - Representative: Shinichiro Nakamura
• - Location: 4th Floor, Polar Shibuya Building, 1-15-21 Shibuya, Shibuya-ku, Tokyo
• - Business Activities: Financial product intermediary services, asset management consulting
• - Established: June 2021

### About Finatext Group and SmartPlus Inc.

Finatext Group's mission is to reinvent finance as a service and act as a driving force behind the next-generation financial infrastructure for embedded finance. The group encompasses several entities including SmartPlus, which provides a securities business platform as part of this mission.