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Frequently asked questions
Answers to common questions about accounts, mutual funds, research subscriptions, PMS, insurance and bonds.
Questions and answers
KycHow long does KYC approval take?
KYC is typically reviewed within 1-2 working days. You will be notified by email and WhatsApp once it is approved.
SubscriptionHow do I renew my subscription?
Log in to the portal, open your plan, and choose renew. Payments are processed securely via Razorpay.
ResearchAre research reports free?
Yes, our research reports are publicly available on the website. Subscribed clients additionally receive alerts when new notes are published.
PortfolioWhat are model portfolios?
Curated, research-backed portfolios you can follow. Rebalance updates are shared with subscribed clients, and you place the trades in your own broker account.
Mutual fundsCan I invest in mutual funds through Whitestone?
Yes. As an AMFI-registered mutual fund distributor (ARN 281897) we can facilitate your mutual fund investments. Reach out and we will guide you.
PmsWhat is the minimum investment for PMS?
As per SEBI regulations, the minimum investment in a Portfolio Management Service is Rs. 50 lakh. We can help you compare the available approaches.
OtherHow do I raise a support request?
Use Help and Support in your client portal to raise a ticket. Your relationship manager is notified immediately and will respond within the committed time.
Still have a question?
Ask us and a person will reply within one working day.