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BroadMind Reports Financial Asset Milestone

BroadMind Inc., a Tokyo-based financial services company dedicated to supporting individuals in realizing their life plans, has officially announced that as of July 7, 2025, the aggregate balance of financial assets managed through its mediation reached an impressive 40 billion yen. This achievement comes in the wake of rising living costs and the increasing relevance of self-effort in asset formation, which have made financial planning more critical than ever for the general populace.

The company's purpose, "Releasing the Power of Finance," drives its commitment to fulfilling customer demands for investment and asset management solutions through comprehensive, one-stop services unique to BroadMind.

Asset Management Growth

As part of its ongoing business strategy, BroadMind closely monitors the growth of its core Financial Partner division via key performance indicators (KPIs) disclosed during quarterly financial reports. The company emphasizes enhancing its proposal capabilities aimed at improving customer lifetime value (LTV), especially among existing clientele. This careful approach has led to an increase in the balance of managed financial assets, totaling 41.957 billion yen by the end of July 2025.

Typically, the company's financial asset balance grows in line with customer numbers. However, market evaluations of investment securities influence these figures. Therefore, as market conditions fluctuate, so too does the valuation of assets held under management.

Factors Behind Growth

In the current economic landscape defined by soaring prices and security concerns, BroadMind recognizes the growing urgency for consumers to protect their finances. Utilizing systematic marketing strategies that resonate with customer interests, the firm provides direct consulting solutions that include information and specific remedies. Leveraging its strengths in life planning, BroadMind has expanded services encompassing a wide range of asset formation and protection schemes.

As of March 2025, the number of independent financial advisors (IFAs) registered with BroadMind reached 136. The bulk of the firm's consultants are now qualified as IFAs, enhancing its capacity to respond to a predetermined demand for personalized asset management and investment solutions.

Financial Product Mediation Philosophy

BroadMind’s approach to financial product mediation revolves around a solid foundation of life planning. The company proposes investment products aimed at bridging the gap between anticipated future financial conditions and clients' envisioned plans. In doing so, the focus is not on short-term gains but on supporting customers' financial goals over the long haul.

With the trend of eliminating sales fees in online securities since the fiscal year ending March 2021, the company is increasingly prioritizing the growth of managed assets while also expanding its trust fee revenue.

Looking Ahead

With Japan's strategic shift from savings to investment, there is a mounting societal call for self-driven asset formation and management. As expectations for financial advisors grow, BroadMind is in a prime position to offer tailored advice based on clients' aspirations, committing itself to aid in long-term wealth formation.

Going forward, the company aims to enhance its focus on "expanding assets," while also acknowledging the broader definition of asset formation, which encompasses not just wealth accumulation but also wealth protection and legacy planning. BroadMind remains steadfast in its mission to provide valuable, comprehensive service as a financial partner that genuinely caters to its clients’ needs.

About BroadMind Inc.

Founded in January 2002, BroadMind Inc. focuses on developing financial services that enable individuals to realize their life plans. The company has creatively reshaped traditional industry norms, offering consultation on a wide array of financial products such as insurance, securities, and home loans through its service, "MoneyPro." BroadMind is committed to enhancing financial well-being with its educational program, "Brockoly," that fosters financial literacy and empowerment. By continuously questioning who finance serves, BroadMind endeavors to implement an ideal financial framework into society.

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