MEET OUR TEAM

As the Principal and Founder of Saavi Financial Group, Pragnesh Bhatt provides families and business owners with the Insight to Plan for enduring prosperity. Inspired by his family’s journey from India to the U.S., Pragnesh learned early that while hard work is the foundation, true security comes from the wisdom to look ahead. "My Lakshya—my goal—is to empower the families I serve with a clear roadmap to reach their highest aspirations," says Pragnesh. This dedication to excellence is reflected in his career at New York Life, where he has qualified several times for the prestigious Chairman’s Council, an elite distinction reserved for the top three percent of the company's sales force.

By leveraging this award-winning experience, he grants his clients the Freedom to Live by removing the guesswork from tax-efficient wealth and estate planning. This is made possible through his exclusive membership in The Nautilus Group®, an elite resource accessible only to approximately 250 of the most experienced financial leaders in the country. Through this partnership, Pragnesh provides the Confidence to Grow, utilizing a dedicated team of planning professionals and customized case analyses to solve his clients’ most complex objectives. Working hand-in-hand with his clients’ existing attorneys and CPAs, he ensures every strategy is stress-tested with institutional rigor providing the knowledge and confidence to thrive and help secure a prosperous future for the people who matter most. A University of Maryland alumnus, Pragnesh balances his professional dedication with a commitment to his own family, enjoying travel, golfing and cooking with his wife, Puja, and son, Avi, as they build their own legacy of success.

Awards and Recognitions

From New York Life and other professional associations

• Class of 2010, Greater Washington G.O.

• Life All Star Producer, Greater Washington G.O.

• Annuity elite (gold) from 2012 - 2025, Greater Washington G.O.

• Million Dollar Round Table for 2012 - 2025*

• 2010 and 2011 Executive Council Qualifier

• 2012 – 2017 Presidents Council

• 2018-2023 Chairman’s Council

• Member of Nautilus Group since 2014

• Received Top Ten Award in Greater Washington G.O. for 2013 - 2023

• Member of NAIFA (National Association of Insurance and Financial Advisors)

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Council is an annual New York Life recognition program based on agent production from July 1- June 30.