Investment Banking Firms

Premium Outsourcing Services for Investment Banking Firms.

What We Do

Client Case Study- Client Name

Client Britain, a top-100 ranked CPA firm in the US, had previously attempted outsourcing with several vendors but faced limited success. In search of a long-term, sustainable offshoring partner, they partnered with Windy Street, who now serves as their exclusive offshoring provider.

Key Metrics

50+ FTEs Represents 10% of offshoring mix
85%+ professionals got promoted in the last 3 years
95%+ experienced professionals are from Big 4
15+ inbound and outbound rotations
~13% average team attrition in the last 24 months

What Has Worked Well

Group 3960

01. Single-point-of-contact

Had SPOC on both sides which helped in expediting adoption of offshoring across different teams

Group 3961

02. Gradual expansion

Start small and gradually expand; this avoids excessive hiring / team right-sizing

Group 3962

03. Emphasis on feedback

Onshore team managers are very disciplined in submitting feedback forms / attending feedback calls

Group 3963

04. Rotation opportunities

Helps in employee retention, developing personal relationships and expedites training process

Group 3964

05. Trust

Trust in Windy Street’s capabilities and leadership helped in avoiding conflicts and quick decision making

Flexible Model. Transparent Value.

Criteria Dedicated Team Model On-Demand Model
Teaming Structure A dedicated team that works as a seamless extension of your in-house team Temporary resource allocation for specific projects; no continuity beyond scope
Pricing Approach Fixed monthly cost per Full-Time Equivalent (FTE) Hourly billing or fixed-price per project
Onboarding Timeline Typically 30-90 days Rapid onboarding – usually within 15 days
Engagement Commitment Minimum commitment of 3 months No long-term commitment beyond the project scope
Team Selection Full control – clients can interview and finalize team members Not applicable – clients focus on outputs, Windy Street manages staffing internally
Best Fit Scenarios Ideal for firms building long-term offshore delivery teams and seeking operational continuity Best suited for short-term, ad hoc, or specialized project-based work
Scalability High scalability option; planning ahead is important Scaling requires new project agreements; not designed for ongoing expansion
Key Considerations Requires consistent work volume to ensure optimal team utilization Requires advance planning for resource allocation
Summary Your offshore team, full control Specialized advisory projects, rapid turnaround

Meet Our Leaders

Bhavesh Agarwal

Bhavesh Agarwal

FOUNDER & DIRECTOR

Bhavesh founded Windy Street after working for several years in the U.S., with the goal of helping accounting firms work better with international teams and serve their clients more effectively.

Saurabh Aggarwal

Saurabh Aggarwal

Co-Founder & Director

Saurabh Aggarwal co-founded Windy Street and leads the Financial Due Diligence (FDD) division, focusing on buy-side and sell-side transactions across various industries.

Amit Khanna

Amit Khanna

Director

With over 16 years of experience in financial due diligence, Amit leads mid-market buy-side and sell-side healthcare deals at Windy Street. He previously supported U.S. healthcare transactions as a Senior Manager at a Big 4 firm.

Siddharth Agarwal

Siddharth Agarwal

Director

With over 12 years of experience and 75+ M&A deals, Siddharth leads key financial due diligence engagements at Windy Street. A Chartered Accountant, he brings deep cross-sector and cross-border expertise to buy-side and sell-side transactions.

Vibhor Jain

Vibhor Jain

Vice President

Vibhor leads cross-border valuation and investment banking engagements at Windy Street, supporting M&A transactions across global markets. His work spans the US, EMEA, and APAC regions.

Avnish Gupta

Avnish Gupta

Vice President

Having worked with Genpact, AXA, RBS, and Infosys, Avnish brings nearly 17 years of expertise in accounting, reporting, and audit. He oversees accounting and reporting initiatives at Windy Street.

Saurabh Kalra

Saurabh Kalra

Vice President

Saurabh is a Cost Accountant, MBA, and IFRS-certified professional with expertise in finance transformation, reporting, and compliance.

Neha Singal​

Neha Singal​

Associate Vice President

Neha Singal, a Chartered Accountant with over 12 years of experience in FP&A, R2R, and financial management, is part of the leadership team at Windy Street. She brings deep expertise in accounting, reporting, and process excellence, with prior experience at Genpact, Deloitte, and Serco Global Services.

Leena Mudgal​

Leena Mudgal​

Associate Vice President

Leena is a Chartered Accountant and Commerce graduate from Delhi University with over 13 years of experience in accounting, financial management, and business operations. At Windy Street, she leverages her expertise from previous roles at Genpact and in industry to strengthen financial processes and support global client engagements.

Insights that drive smarter decisions

Frequently Asked
Questions

Absolutely. Our transaction advisory team comprises over 50 professionals specializing in Financial Due Diligence, Valuations, and Financial Modelling. More than 90% of our team members have Big-4 backgrounds, with an average of over five years of relevant experience in the U.S. market. We offer comprehensive, end-to-end financial due diligence and modelling support delivered seamlessly from India.

Windy Street offers flexible pricing models to accommodate the unique needs of each client. Common pricing structures include:

Fixed Price per FTE: A predetermined monthly fee per full-time professional, providing cost predictability and ease of budgeting.

Time & Material (Hourly): Billing based on the actual hours worked, offering flexibility for variable workloads or short-term needs.

Project-Based Pricing: Fees are estimated based on the scope of a specific project and billed upon completion, ideal for one-time or well-defined assignments.

We work closely with clients to determine the most appropriate pricing model based on their goals, scope, and engagement type.

Yes, we offer pilot or trial engagements to help clients evaluate our capabilities before full-scale onboarding. The duration and scope of the pilot may vary based on the nature of the services, specific work expectations, and the availability of Windy Street team members.

No, our pricing is all-inclusive, with no hidden or additional charges beyond the agreed-upon rates. The pricing structure covers all key components, including:

Employee salaries

Performance bonuses

Recruitment and sign-on bonuses

Payroll taxes and statutory benefits

Office infrastructure and administrative overheads

Team engagement activities (e.g., busy-season events, celebrations)

Reimbursement of out-of-pocket expenses (e.g., late nights, weekend work)

Overtime compensation, where applicable

This transparent pricing model allows clients to plan with confidence, without the concern of unexpected costs.

Yes, at Windy Street, we offer the flexibility to begin with a pilot project prior to entering a long-term engagement. This allows you to evaluate our capabilities, working style, and results firsthand, ensuring alignment and minimizing risk before making a larger commitment.

Let’s Start A Conversation

Windy Street provides expert accounting and advisory services to global firms and businesses, with a strong focus on quality and efficiency.

Contact details

Windy Street, 17th Floor, M3M Urbana Premium Business Park, Sector – 67, Gurgaon, Haryana, Pincode- 122102

connect@windystreet.in

Signup For Our Monthly Newsletter

    Follow us on

    ©2025 Windy Street | All Rights Reserved Privacy Policy Terms & Conditions Cookie PolicySite map Powered by Crongenix

    “Windy Street” or “Windy” is the brand name under which Windy Street Advisory LLP provide professional services. Windy Street Advisory LLP is an entity set-up in India and is not a licensed CPA firm. Our use of the terms “our firm” and “we” and “us” and terms of similar import, represents Windy Street.

    Powered by Crongenix.