About Us

Our Mission

Personal finances are something that every individual should know and understand. But sadly, there is very little formal education on the topic and many of us fumble about the topic copying what everyone else is doing. But this may not always be in our best interest.

What may be a good strategy for someone else may not be the best for you, because personal finance is unique to every family, with different goals, different time horizons, different challenges.

Resolute Financial Services was conceived to primarily take an educational approach towards personal finances, to first teach people the basics of personal finances and then help them take actions to meet their financial goals.

Who We Are

Founders: Harshad & Sonali Kolte

We started Resolute Financial Services in 2019, with the very simple goal: to first educate ourselves and fix our own finances. We learnt the basics of personal finances, analyzed our own finances and identified gaps based on our financial goals and time horizons. As we evangelized personal finance education, we arranged seminars, webinars and one-on-one consultations with several clients. As we met more and more people, we realized that this gap in education was real and rampant. Our appointments for educational seminars increased and we realized we had to expand. Finally, in 2022, growth in the business and time commitment reached a critical point that we incorporated Resolute Financial Services and are now launching our website. We aim to continue in our mission and reach as many people as possible!

Our Team

Harshad Kolte - Founder

Harshad Kolte began his career as a financial services professional in June 2019. His qualifications include an MBA from Fuqua School of Business (Duke University). Harshad is passionate about helping families, educating them and helping plan their retirement, kids education and all aspects of personal finances.

Sonali Kolte - Founder (College-Counseling)

Sonali Kolte is passionate about helping students navigate the confusing college planning domain. She has been helping students for the past several years and puts a lot of work in guiding the students through the holistic approach, right from the beginning of high school till college applications are done!

Marshall Shah - Managing Partner

Marshall enjoys working with clients to educate and build a financial fulfilling life for all. Marshall has an active insurance producer license in the state of North Carolina. Marshall holds a Financial Management certificate from Wharton School (University of Pennsylvania) and an MBA in Entrepreneurship and Management from Steven Institute of Technology.

Vipul Pandya - Managing Partner

Vipul is passionate about personal finances .He enjoys meeting and talking to people about their financial goals and dreams and finding a way to achieve them.