Frequently asked questions
Quick answers about our research, subscriptions, and services. Still need help? Contact us.
How 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.
How do I renew my subscription?+
Log in to the portal, open your plan, and choose renew. Payments are processed securely via Razorpay.
Are research reports free?+
Yes, our research reports are publicly available on the website. Subscribed clients additionally receive alerts when new notes are published.
What 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.
Can 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.
What 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.
How 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.