No way you can install updates by downloads for only 2 resons
1st Microsoft must Validiate you windows copy before installing updates ( youe windows must be activated )
2nd this updates are avilieble only on microsoft servers you can't connect to it directly
you connect to updates servers by 2 ways ( windows itself - WSUS server )
so install windows and software then update it later
some antivirus by the way can be updated offline like Eset there is offline updater for them