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SEBI RA: INH000020794 · AMFI ARN: 281897 · RAASB: 6692

SEBI Research Analyst · INH000020794

Model portfolios, with the reasoning attached.

Three research-backed baskets built for different risk appetites and time horizons. Every holding has a documented reason for being there, and every change comes with a written rationale - not just a ticker and a price.

Available model portfolios

Alpha Builder

Moderate

Long-term wealth creation through fundamentally strong large & mid-cap stocks

Benchmark

Nifty 500

Horizon

3-5 years

Review

Reviewed monthly; rebalanced as needed based on research

18 stocks
395 days
View Details

Ready to Launch

Aggressive

High-growth momentum portfolio targeting emerging opportunities

Benchmark

Nifty 500

Horizon

1-3 years

Review

Reviewed monthly; rebalanced as needed based on research

14 stocks
367 days
View Details

Option Wealth

High

Concentrated high-conviction portfolio for aggressive wealth building

Benchmark

Nifty 500

Horizon

Short-term (per-position, typically weeks to expiry)

Review

Positions reviewed continuously; adjusted per strategy rules

3 positions
399 days
View Details
How it works

From research to your broker account

A model portfolio is a published basket, not a managed account. We do the research and tell you what changed; you decide whether to act and place the orders yourself.

  1. 01

    The universe is scored

    Companies are assessed on business quality, financial strength, valuation and growth visibility, and reviewed against the benchmark.

  2. 02

    Positions are sized by conviction

    Weights follow conviction rather than equal splits, within the risk profile the portfolio is built for.

  3. 03

    Changes reach you in writing

    When the research changes, you get the rebalance note - what is entering, what is leaving, the revised weights and why.

  4. 04

    You place the basket

    Quantities are worked out for your own capital. You execute in your own broker account, in your own name.

Methodology

How each portfolio is built

Alpha Builder

Stocks are selected through fundamental analysis - evaluating business quality, financial strength, valuation, and growth visibility. Positions are sized by conviction and reviewed against the benchmark.

Ready to Launch

A momentum-oriented selection combining technical strength with fundamental triggers, targeting emerging opportunities with defined entry and review criteria.

Option Wealth

A rules-based options strategy on index instruments, focused on defined-risk positions. Each position follows predefined entry, strike-selection, and exit criteria.

What a subscription is, and is not

What you get

  • The full basket with published weights
  • Rebalance notes with the reasoning for every change
  • Order quantities worked out against the capital you set
  • Access through your portal, on any device

What it is not

  • Not personalised advice - it does not account for your circumstances
  • Not a managed account - we never hold your money or your securities
  • Not order execution - every trade is placed by you, in your own name
  • Not a promise of returns, and past results do not indicate future ones
See subscription plans Ask us a question

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

Whitestone Capital is a SEBI-registered Research Analyst (Reg. INH000020794). BSE Enlistment No.: 6692. Research activity is independent of, and not tied to, the distribution of any product.