Monex Securities Surpasses 10 Trillion Yen in Managed Assets, Aiming for Future Growth

Monex Securities Reaches a Significant Milestone

Monex Securities, headquartered in Minato, Tokyo and led by CEO Yuko Kiyome, has just announced a major achievement: the company has surpassed 10 trillion yen in managed assets. This remarkable milestone reflects Monex's unwavering commitment to innovative financial services designed to meet the evolving needs of its customers.

Background Insights

Since its inception, Monex Securities has embraced the philosophy of "creating the future of finance." The company has continually adapted to the dynamic market environment and changing customer demands, ensuring that it remains at the forefront of the financial landscape. Over recent years, there has been a notable shift in public consciousness from saving to investing; this has driven the popularity of their Asset Management Model, which is built to enhance customer asset growth.

Additionally, starting January 2024, Monex will collaborate with NTT Docomo for capital and business partnerships, alongside a significant alliance with AEON Bank. Such strategic initiatives have garnered strong support from customers, paving the way for this significant achievement in asset management, reached by late September 2025.

Asset Growth Services for Customers

To facilitate the growth of their customers' assets, Monex Securities offers various notable services:

1. No Trading Fees for NISA: All products traded under Monex's NISA account come with zero trading fees. This applies to domestic and international stocks offered for transaction.
- Note: Sales fees for select transactions may apply but are processed as cashbacks, and different fee structures apply for customers using the IFA service (which includes Monex PB).

2. Monex's Full Support NISA Series: This initiative focuses on asset formation and is designed around the NISA account to support customers with a series of empowered offerings set to launch after September 2025.

3. d-Card Savings Program: Users can invest in mutual funds using Docomo's credit cards such as d-card and d-card GOLD, earning up to 3.1% in d-points on their monthly contributions.
- Note: Family cardholders cannot utilize this program.

4. Investment using d-Points: Customers can use d-points, redeemable at a rate of 1 point per 1 yen, towards purchasing mutual funds, provided they integrate their d-account for the feature.

5. Simple Asset Management: The service allows users to seamlessly open a Monex account and set up mutual fund contributions using the d-payment app. The offerings are specifically chosen for long-term, diversified investments, making it perfect for beginners wanting to start their investment journey.

With these innovative services and partnerships, Monex Securities is dedicated to continually supporting the growth of their customers' assets. The company is poised to challenge itself to evolve and expand further in the financial services landscape.

For more detailed information, please visit the Monex Securities website at Monex News.

Important Notes About Transactions with Monex Securities

Monex Securities' products may involve risks, including price volatility that could lead to principal loss or exceeding initial investments. It is crucial to read the information and outlines provided before entering into any investment agreements.

About Monex Securities

Monex Securities is registered as a financial product trading company with the Kanto Financial Bureau Director (Financial Instruments Business License No. 165). They are members of various associations, including the Japan Securities Dealers Association and Japan Investment Advisers Association.