For investors across India
Invest, track and stay informed, from one app.
One login for your mutual funds, PMS, insurance and research, and a person who knows your file. You see where every request stands and download your reports yourself, without chasing anyone.
No account opening fee. No minimum balance.
Every SIP in one place
Dates, amounts and mandates for all your SIPs. Pause, change or stop them yourself.
Start investing in minutes
Pick a scheme, choose an amount and a date, approve your bank mandate once. That is a SIP.
- One-time or monthly, from your phone
- No forms, no cheques, no branch visit
- Mandate approved once, used for every SIP
Your SIP is set up
First instalment on 10-12-2026
Your SIPs, under your control
Change your mind without calling anyone. Every SIP shows its next date and its mandate.
- Step up, pause, resume or stop a SIP yourself
- Link or change the bank mandate in the app
- See every upcoming instalment
Step up
Raise the amount each year
Pause
Skip a few months
Resume
Pick up where you left
Stop
End it, no form
Your instalments
Paused Jan, Feb; stepped up from Mar
Know where your money is, at every step
Each order shows its progress, from your request to BSE to the units in your folio.
- Placed with BSE, payment received, units allotted
- A clear note if anything needs your action
- Switches, redemptions, STP and SWP tracked the same way
One-time purchase, ₹25,000
Equity scheme (made up)
If something needs you, such as a payment link or a mandate to approve, it shows here with one button to fix it.
All your folios in one view
Bring folios you hold elsewhere across without redeeming, and see everything together.
- Every scheme, folio and SIP on one screen
- Value with its as-on date and your asset mix
- Units, purchase dates and holding period stay as they are
Fund house A (made up)
Folio ending 4417
Fund house B (made up)
Folio ending 2290
Held elsewhere
Folio ending 7718
One portfolio
Current value, as on 07-11-2026
₹12,48,560
Equity 62%, hybrid 23%, debt 15%
Accounts for the whole family, and your business
Open accounts for NRIs, minors and non-individuals as well, with our operations team helping each step.
- NRIs and children’s accounts run by a parent or guardian
- HUFs, partnership firms, LLPs and companies
- Documents uploaded and signed in the app; we check and file
Our operations team helps at each step
You upload documents and sign in the app; we check, file and follow up
Research with the reason written down
For research subscribers: the basket, its weights, and a note for every change with the analyst’s name.
- Weights and order quantities for the amount you set
- A rebalance note each time something changes
- You decide, and trade in your own broker account
Alpha Builder, rebalance 01-11-2026
Analyst: CA Aditya Patil
Why
[The written reason for each change appears here, in plain words.]
Also in the app
- All clients
Reports ready for your CA
Capital-gains and account statements for any period, downloaded whenever you need them.
- All clients
Change details in the app
Request nominee, bank or contact changes without paperwork; track them to completion.
- All clients
Support you can follow
Raise a request to your relationship manager and see where it stands.
- Insurance
Your insurance register
Every policy in one list, with renewal reminders and documents.
- PMS
PMS holdings
See the shares in your PMS account alongside your funds.
- All clients
Phone or computer, light or dark
Install it on your phone like an app; it follows your phone’s light or dark setting.
Bonds
For a fixed income alongside your funds, we help you choose and buy bonds, with a person to guide each step. Talk to us and we will take it from there.
Investments in debt securities are subject to risks, including delay or default in payment. Read all offer-related documents carefully.
Start in four steps
Resident individuals open online in about 10 minutes. NRIs, minors, HUFs, firms, LLPs and companies open with help from our operations team.
Verify your e-mail
A one-time code. Nothing is created until you enter it.
Under a minute
Complete your details
Personal details, bank, nominee, documents and a risk profile. You can save and come back.
About 10 minutes
We check and file with BSE
A person in our operations team checks your application before it reaches the exchange.
Usually the same or next working day
Approve the e-mail from BSE
BSE e-mails you a link directly. Open it and your account is live.
Watch your inbox
Whitestone Prime Capital Pvt. Ltd. — AMFI Registered Mutual Fund Distributor (ARN-281897)
Open an accountWhat stays true, whatever you invest in
- All clients
Your investments stay in your name
Units are held in your name with the fund house; PMS shares sit in your own demat account. We never hold your securities.
- All clients
A named person, not a helpdesk
One relationship manager who knows your file, with reviews on a fixed schedule.
- All clients
Checked before it is filed
A person checks each new account before it reaches BSE, so it does not fail on a small detail.
Who you deal with
Two registrations, kept apart. A research recommendation is not tied to any product we distribute.
Whitestone Capital
SEBI Registered Research Analyst, INH000020794
Whitestone Prime Capital Pvt. Ltd.
AMFI Registered Mutual Fund Distributor (ARN-281897)
Questions first? Talk to us.
A person replies. No calling lists.